TRUSTEES OF THE LAWRENCEVILLE SCHOOL: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF THE LAWRENCEVILLE SCHOOL (EIN 21-0634503)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201831349349301633
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T09:38:28-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 CHURCH STREET 12TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210634503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lawrenceville School | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAWR | BusinessNameControlTxt |
| Phone | 6098952138 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | po box 6126 | AddressLine1Txt |
| City | LAWRENCEVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08648 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINA L GOODRICH | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 6098952138 | PhoneNum |
| Signature | 2018-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN TOSCANO | PreparerPersonNm |
| PTIN | P00358542 | PTIN |
| Phone | 9592007000 | PhoneNum |
| Preparation | 2018-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | stephen s murray | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | po box 6126 | AddressLine1Txt |
| City | LAWRENCEVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $313,331,293 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LAWRENCEVILLE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1810 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | the Lawrenceville school seeks to inspire and educate young people of special promise, from diverse backgrounds, for responsible leadership, personal fulfilment, and enthusiastic participation in an increasingly complex world with high standards of character and scholarship. we teach young people the value of honest work, respect for differences, and responsibility for the well-being of their community. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 649 | TotalEmployeeCnt |
| Total Volunteers | 804 | TotalVolunteersCnt |
| Total Gross UBI | $2,253,177 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $25,404,164 | PYContributionsGrantsAmt |
| CY Contributions Grants | $130,878,999 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,679,071 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $49,504,732 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,093,194 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,311,144 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,236,864 | PYOtherRevenueAmt |
| CY Other Revenue | $2,164,248 | CYOtherRevenueAmt |
| PY Total Revenue | $80,413,293 | PYTotalRevenueAmt |
| CY Total Revenue | $186,859,123 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,219,040 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,899,331 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $36,276,942 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $38,570,075 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $75,352 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $66,242 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,488,237 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $29,794,752 | PYOtherExpensesAmt |
| CY Other Expenses | $31,455,000 | CYOtherExpensesAmt |
| PY Total Expenses | $77,366,086 | PYTotalExpensesAmt |
| CY Total Expenses | $81,990,648 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,047,207 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $104,868,475 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $596,409,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $742,149,644 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $86,361,370 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $82,558,346 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $510,048,013 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $659,591,298 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Through House and Harkness, Lawrenceville challenges a diverse community of promising young people to lead lives of learning, integrity, and high purpose.Our mission is to inspire the best in each to seek the best for all. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $62,485,406 | ExpenseAmt |
| Grant | $11,899,331 | GrantAmt |
| Revenue | $49,710,169 | RevenueAmt |
| Desc | Student Services: Recognizing the benefits of a more active, collaborative kind of learning, in the summer of 1936 educational philanthropist Edward S. Harkness helped Lawrenceville to reconfigure the School's classrooms around conference tables that replaced lecture and memorization with shared discovery.Since then, whatever tools and methods Lawrenceville has adoptedfrom science labs to language labs, from discussion boards to SmartBoardshave been aimed at getting students to learn and think for themselves, then to subject preliminary understandings to critical review. Lawrenceville's educational focus, then, is not on teaching what to know but on learning how to think. And the key to success is every Lawrentian's commitment to approaching the work of school with an entrepreneurial spirit. An assignment or class isn't just something to get through; it is something to get into, an opportunity to make things happen. How? Take an interest. Take responsibility. Take part.A hallmark of a Lawrenceville education is the close faculty-student interactions and deep intellectual engagement. Lawrenceville faculty members are expert in their disciplines and translate that expertise into rich learning experiences for their students. They work closely with students to help them discover and develop their intellectual passions and think critically and creatively about the world around them and about the challenges and opportunities before them.Academic advisorsfaculty members associated with or living in the Houseshelp students choose their course load. These consultations focus on the overall degree of difficulty of the schedule, concerns about adjusting to the rigors of the School's curriculum, and commitments to athletic or extracurricular activities. In addition to traditional academic courses, Lawrenceville students are required to meet other important educational obligations, including community service, humanities, and personal development seminars. | Desc |
| Total Program Service Expenses | $62,485,406 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | 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 | 175 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 649 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINA L GOODRICH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6098952138 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6126 | AddressLine1Txt |
| City | LAWRENCEVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08648 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALLEN Sandra C | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BROWN Celeste Mellet | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BROWN Whitney Hailand | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BUNN Arthur H | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CARTER Thomas L Jr | ||||||||
| President | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CHAE Michael S | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CORRENTE Judith-Ann | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DISHNER Jeffrey G | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DOLL Leslie | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FITZGERALD Darrell A | ||||||||
| Vice-President | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| FRUMKIN Joseph B | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GETZ Bert A Jr | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HOWELL Lawrence D II | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KIRBY Jefferson W | ||||||||
| Outgoing Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KWON Joon Mo | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LOCKWOOD Leigh | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LUCAS Craig M | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MABRY Marcus B | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIO Jeremy K | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| McMAHON Kathleen W | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MURRAY Stephen S | ||||||||
| Headmaster | 40.00 | Yes (X) | $520,782 | $0 | $257,811 | Yes (X) | ||
| ROSNER Robert L | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TAPIERO Daniel M | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TSAI Joseph C | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| VISWANATHAN Meera S PHD | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| VORIS Alexandra Buckley | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WALDRON John E | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WEISS Jonathan G | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WOJCIECHOWICZ Michael T | ||||||||
| trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BrooksWesley | ||||||||
| Secretary & Treasurer, Chief Financial Officer | 40.00 | $252,785 | $0 | $148,068 | Yes (X) | |||
| Goodrich Christina | ||||||||
| Assistant Treasurer, Director of Finance | 40.00 | $136,157 | $0 | $28,984 | Yes (X) | |||
| Barnes Mary Kate | ||||||||
| Director of Advancement | 40.00 | $236,895 | $0 | $135,322 | Yes (X) | |||
| Gore Jr John | ||||||||
| Director of Alumni Development | 40.00 | $154,214 | $0 | $46,651 | Yes (X) | |||
| Johansen Erin | ||||||||
| Director of Capital Programs | 40.00 | $180,445 | $0 | $25,926 | Yes (X) | |||
| Kraut Bruce | ||||||||
| Medical Director | 40.00 | $170,470 | $0 | $163,276 | Yes (X) | |||
| Muntz Jerry | ||||||||
| Director of Planned Giving | 40.00 | $157,787 | $0 | $31,703 | Yes (X) | |||
| Sheppard Thomas | ||||||||
| Dean of Enrollment Management | 40.00 | $151,893 | $0 | $62,482 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,961,428 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $900,223 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | 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 |
|---|---|---|---|---|---|
| VJ Scozzari & Sons Inc | |||||
| PO Box 958 | Pennington | NJ | 08534 | Construction | $6,240,356 |
| Sustainable Fare | |||||
| PO Box 543 | Island Hights | NJ | 08732 | Food Service | $3,607,944 |
| John Kochis Landscaping | |||||
| 7 Cherokee Drive | Pennington | NJ | 08534 | Construction | $1,779,051 |
| E Allen Reeves Inc | |||||
| 1145 Old York Rd PO Box 289 | Abington | PA | 19001 | Construction | $916,002 |
| Cambridge Associates | |||||
| 100 Summer St | Boston | MA | 02110 | Investment Management | $904,978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 43 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $130,878,999 | AllOtherContributionsAmt |
| Noncash Contributions | $1,715,294 | NoncashContributionsAmt |
| Total Contributions | $130,878,999 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and Fees | 611600 | $48,377,203 | $48,377,203 |
| Auxiliary Programs | 713940 | $1,127,529 | $1,127,529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $49,504,732 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,290,954 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $784,166 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,506,788 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $132,011 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,943 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $127,068 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $127,068 | TotalRevenueColumnAmt |
| Exclusion | $127,068 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $128,237,031 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $125,833,360 | SecuritiesAmt |
| Other | $383,481 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,403,671 | SecuritiesAmt |
| Other | -$383,481 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,020,190 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $23,224 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,996,966 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $455,823 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $250,386 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $205,437 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $205,437 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| summer camp | 713940 | $1,099,693 | $1,099,693 | |
| other revenue | 611710 | $388,906 | $2,950 | $385,956 |
| ice rink | 713940 | $308,029 | $308,029 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,115 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $35,115 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,831,743 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $186,859,123 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,710,169 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,253,177 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,016,778 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,500 | TotalAmt |
| Program Services | $102,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,796,831 | TotalAmt |
| Program Services | $11,796,831 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,461,388 | TotalAmt |
| Program Services | $33,713 | ProgramServicesAmt |
| Management And General | $905,851 | ManagementAndGeneralAmt |
| Fundraising | $521,824 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,777,138 | TotalAmt |
| Program Services | $17,339,757 | ProgramServicesAmt |
| Management And General | $5,472,329 | ManagementAndGeneralAmt |
| Fundraising | $1,965,052 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,387,377 | TotalAmt |
| Program Services | $2,082,586 | ProgramServicesAmt |
| Management And General | $45,381 | ManagementAndGeneralAmt |
| Fundraising | $259,410 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,094,948 | TotalAmt |
| Program Services | $6,426,725 | ProgramServicesAmt |
| Management And General | $1,186,184 | ManagementAndGeneralAmt |
| Fundraising | $482,039 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,849,224 | TotalAmt |
| Program Services | $1,282,072 | ProgramServicesAmt |
| Management And General | $392,915 | ManagementAndGeneralAmt |
| Fundraising | $174,237 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,046 | TotalAmt |
| Management And General | $241,412 | ManagementAndGeneralAmt |
| Fundraising | $2,634 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,055 | TotalAmt |
| Management And General | $126,055 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,242 | TotalAmt |
| Fundraising | $66,242 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,985,176 | TotalAmt |
| Management And General | $1,985,176 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,941,703 | TotalAmt |
| Program Services | $1,283,943 | ProgramServicesAmt |
| Management And General | $636,411 | ManagementAndGeneralAmt |
| Fundraising | $21,349 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,014 | TotalAmt |
| Management And General | $31,476 | ManagementAndGeneralAmt |
| Fundraising | $93,538 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,352,028 | TotalAmt |
| Program Services | $1,780,273 | ProgramServicesAmt |
| Management And General | $448,664 | ManagementAndGeneralAmt |
| Fundraising | $123,091 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,103,528 | TotalAmt |
| Program Services | $49,697 | ProgramServicesAmt |
| Management And General | $993,853 | ManagementAndGeneralAmt |
| Fundraising | $59,978 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,410,962 | TotalAmt |
| Program Services | $2,208,441 | ProgramServicesAmt |
| Management And General | $176,000 | ManagementAndGeneralAmt |
| Fundraising | $26,521 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,832,239 | TotalAmt |
| Program Services | $1,082,673 | ProgramServicesAmt |
| Management And General | $524,899 | ManagementAndGeneralAmt |
| Fundraising | $224,667 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,916 | TotalAmt |
| Program Services | $85,857 | ProgramServicesAmt |
| Management And General | $17,437 | ManagementAndGeneralAmt |
| Fundraising | $31,622 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,515,018 | TotalAmt |
| Program Services | $2,303,757 | ProgramServicesAmt |
| Management And General | $183,596 | ManagementAndGeneralAmt |
| Fundraising | $27,665 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,780,109 | TotalAmt |
| Program Services | $7,126,580 | ProgramServicesAmt |
| Management And General | $567,948 | ManagementAndGeneralAmt |
| Fundraising | $85,581 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,705 | TotalAmt |
| Program Services | $381,702 | ProgramServicesAmt |
| Management And General | $30,419 | ManagementAndGeneralAmt |
| Fundraising | $4,584 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Construction | $2,805,628 | $2,569,955 | $204,811 | $30,862 |
| Food Services | $2,174,051 | $2,174,051 | ||
| Equipment | $798,448 | $467,072 | $222,662 | $108,714 |
| Auxiliary | $655,516 | $655,516 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,053,858 | TotalAmt |
| Program Services | $1,251,705 | ProgramServicesAmt |
| Management And General | $623,526 | ManagementAndGeneralAmt |
| Fundraising | $178,627 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,990,648 | TotalAmt |
| Program Services | $62,485,406 | ProgramServicesAmt |
| Management And General | $15,017,005 | ManagementAndGeneralAmt |
| Fundraising | $4,488,237 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,202,681 | BOYAmt |
| EOY | $97,522,699 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,375,481 | BOYAmt |
| EOY | $9,268,766 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,436,966 | BOYAmt |
| EOY | $69,485,821 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,402,885 | BOYAmt |
| EOY | $1,928,617 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $624,244 | BOYAmt |
| EOY | $595,351 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,785,692 | BOYAmt |
| EOY | $4,968,674 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,588 | BOYAmt |
| EOY | $82,246 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,140,806 | BOYAmt |
| EOY | $981,521 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $295,894,721 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $146,253,228 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,549,841 | BOYAmt |
| EOY | $149,641,493 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,909,031 | BOYAmt |
| EOY | $142,050,236 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,206,305 | BOYAmt |
| EOY | $253,734,016 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,667,863 | BOYAmt |
| EOY | $11,890,204 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $596,409,383 | BOYAmt |
| EOY | $742,149,644 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,371,567 | BOYAmt |
| EOY | $7,873,753 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,896,051 | BOYAmt |
| EOY | $7,595,195 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,657,843 | BOYAmt |
| EOY | $48,937,135 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,724,643 | BOYAmt |
| EOY | $1,619,513 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,711,266 | BOYAmt |
| EOY | $16,532,750 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,361,370 | BOYAmt |
| EOY | $82,558,346 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,593,870 | BOYAmt |
| EOY | $185,018,259 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,068,679 | BOYAmt |
| EOY | $236,160,846 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,385,464 | BOYAmt |
| EOY | $238,412,193 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $510,048,013 | BOYAmt |
| EOY | $659,591,298 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $596,409,383 | BOYAmt |
| EOY | $742,149,644 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $104,868,475 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $38,612,272 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $6,062,538 | 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 | $19,879,267 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,954,240 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,460,115 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,404,164 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $130,878,999 | CurrentTaxYearAmt |
| Total | $236,576,785 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,879,267 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,954,240 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,460,115 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,404,164 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $130,878,999 | CurrentTaxYearAmt |
| Total | $236,576,785 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $135,145,444 | SubstantialContributorsTotAmt |
| Public Support Total170 | $101,431,341 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,028,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,517,136 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,898,573 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,309,453 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,581,848 | CurrentTaxYearAmt |
| Total | $13,335,437 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $649,136 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,474,670 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,619,079 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,592,166 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,310,128 | CurrentTaxYearAmt |
| Total | $7,645,179 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $538,228 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $368,651 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $369,065 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $403,640 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $385,956 | CurrentTaxYearAmt |
| Total | $2,065,540 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $259,622,941 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $227,086,520 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.39070 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63360 | 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 | Other Income - 2012 Amount: $ 538,228. 2013 Amount: $ 368,651. 2014 Amount: $ 369,065. 2015 Amount: $ 403,640. 2016 Amount: $ 385,956. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $375,823,827 | BeginningYearBalanceAmt |
| Contributions | $42,275,187 | ContributionsAmt |
| Investment Earnings Or Losses | $40,796,951 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,527,576 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,015,240 | OtherExpendituresAmt |
| End Year Balance | $441,353,149 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $404,436,613 | BeginningYearBalanceAmt |
| Contributions | $9,308,797 | ContributionsAmt |
| Investment Earnings Or Losses | -$14,657,793 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,354,187 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,909,603 | OtherExpendituresAmt |
| End Year Balance | $375,823,827 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $383,790,066 | BeginningYearBalanceAmt |
| Contributions | $24,867,961 | ContributionsAmt |
| Investment Earnings Or Losses | $11,664,899 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,735,835 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,150,478 | OtherExpendituresAmt |
| End Year Balance | $404,436,613 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $341,817,643 | BeginningYearBalanceAmt |
| Contributions | $9,541,546 | ContributionsAmt |
| Investment Earnings Or Losses | $47,348,809 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,381,778 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,536,154 | OtherExpendituresAmt |
| End Year Balance | $383,790,066 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $324,382,432 | BeginningYearBalanceAmt |
| Contributions | $6,865,846 | ContributionsAmt |
| Investment Earnings Or Losses | $29,254,073 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,818,022 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,866,686 | OtherExpendituresAmt |
| End Year Balance | $341,817,643 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.24000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.53000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.23000 | 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 | $9,929,702 | OtherCostOrOtherBasisAmt |
| Book Value | $9,929,702 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $244,222,770 | OtherCostOrOtherBasisAmt |
| Depreciation | $131,283,120 | DepreciationAmt |
| Book Value | $112,939,650 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,742,249 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,970,108 | DepreciationAmt |
| Book Value | $26,772,141 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $149,641,493 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| hedge Funds | $107,388,792 | F |
| limited partnerships | $73,495,763 | F |
| global ex u.s. equity | $72,849,461 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $253,734,016 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Liability under split-interest agreements | $2,235,679 |
| Interest rate swaps | $13,330,955 |
| Asset retirement obligation | $966,116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,532,750 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $216,898,456 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $38,612,272 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$6,843,092 | OtherRevenueAmt |
| Revenue Not Reported | $31,769,180 | RevenueNotReportedAmt |
| Revenue Subtotal | $185,129,276 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,985,176 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$255,329 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,729,847 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $186,859,123 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $67,355,171 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $255,329 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $255,329 | ExpensesNotReportedAmt |
| Expenses Subtotal | $67,099,842 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,985,176 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $12,905,630 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $14,890,806 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $81,990,648 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: | the focus of lawrenceville's collection is to integrate art into the lives of people, inspiring individual reflection, community dialogue, and historical and cultural awareness. we believe in the power of art to stimulate creative thinking, aesthetic appreciation and enjoyment. lawrenceville's collection of art is broken down into three categories: permanent collection (art that has been carefully reviewed and voted on by the fine arts advisory committee to be included in this category); funishings collection (art that is not included in the permanent collection, however it has a value as decorative art or for teaching purposes); and lawrenceville collection (work by alumni, that may or may not be part of the permanent collection as well). through the care and safe display of our collection and 3 to 4 rotating exhibitions, we hope to integrate art into the lives of people, inspiring individual reflection, community dialogue, and historical and cultural awareness. the exhibitions and programs of the galleries, which include an additional 3 to 4 exhibits of work not part of the school's collections, are intended to inspire and challenge the school while offering a resource for teaching in all disciplines. |
| Part V, Line 4: | The School's endowment consists of 552 funds as of June 30, 2017 that have been established by donors and the School to support financial aid, faculty compensation, building maintenance and other general operations. |
| Part X, Line 2: | The School accounts for income tax provisions included in ASC 740, which prescribes detailed guidance for financial statement recognition, measurement and disclosure of uncertain tax positions recognized in the financial statements. Tax positions must meet a more-likely-than-not recognition threshold to be recognized. The School monitors and assesses its tax positions throughout the year and believes there are no uncertain tax positions at June 30, 2017. |
| Part XI, Line 2d - Other Adjustments: | financial assistance -12,905,630. net appreciation in fair value of interest rate swaps 5,431,743. change in value of split interest agreements 630,795. |
| Part XI, Line 4b - Other Adjustments: | cost of Goods Sold -250,386. rental expenses -4,943. |
| Part XII, Line 2d - Other Adjustments: | cost of Goods sold 250,386. rental expenses 4,943. |
| Part XII, Line 4b - Other Adjustments: | financial assistance 12,905,630. |
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 | DESCRIPTION OF PUBLICIZED RACIALLY NONDISCRIMINATORY POLICY: A STATEMENT OF LAWRENCEVILLE'S NONDISCRIMINATORY POLICY IS INCLUDED IN ALL BROCHURES AND CATALOGS THAT PERTAIN TO STUDENT ADMISSIONS, PROGRAMS, and SCHOLARSHIPS. WE ALSO PUBLISH AN ANNUAL PRINT ADVERTISEMENT THROUGH NJAIS | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Sub-Saharan Africa | 0 | 0 | program services | educational programs | $67,648 |
| Central America and the Caribbean | 0 | 0 | program services | educational programs | $184,518 |
| East Asia and the Pacific | 0 | 0 | program services and fundraising | educational programs | $86,870 |
| Europe (Including Iceland & Greenland) | 0 | 0 | program services | educational programs | $106,953 |
| Russia and Neighboring States | 0 | 0 | program services | educational programs | $18,461 |
| South America | 0 | 0 | program services | educational programs | $43,528 |
| Central America and the Caribbean | 0 | 0 | investments | $130,943,523 | |
| Europe (Including Iceland & Greenland) | 0 | 0 | investments | $3,183,458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $134,634,959 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $134,634,959 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | THE LAWRENCEVILLE SCHOOL IS DEDICATED TO ENSURING THAT EVERY STUDENT HAS A MEANINGFUL AND AUTHENTIC EXPERIENCE ABROAD WHICH IS TIED TO OUR CURRICULUM, SERVICE PROGRAMS OR OTHER CO-CURRICULAR INITIATIVES. INHERENT IN SUCH A PROGRAM IS A DESIRE TO HELP MAKE OUR STUDENTS MORE AWARE OF GLOBAL ISSUES AND DIFFERENT CULTURES, AS WELL AS STRESS THE IMPORTANCE OF ESTABLISHING PERSONAL CONNECTIONS TO OTHERS AROUND THE WORLD. THE ULTIMATE GOAL OF THE INTERNATIONAL PROGRAM IS TO HELP CREATE MORE RESPONSIBLE, GLOBAL CITIZENS THROUGH A CREATIVE AND HOLISTIC APPROACH TO LEARNING. FOR EXAMPLE, THE LAWRENCEVILLE SCHOOL'S INTERNATIONAL PROGRAMS INCLUDE LANGUAGE PROGRAMS. THE LANGUAGE DEPARTMENT BELIEVES THAT A CITIZEN HAS THE RESPONSIBILITY TO UNDERSTAND A LANGUAGE OTHER THAN HIS OR HER NATIVE TONGUE. ADDITIONALLY, IT IS VITAL IN OUR WORLD TODAY TO LEARN ABOUT OTHER CULTURES. THE TWO GO HAND-IN-HAND, OF COURSE, AND THAT IS WHY WE ARE COMMITTED TO OFFERING LANGUAGE DEPARTMENT PROGRAMS ABROAD TO OUR STUDENTS. AFTER TWO YEARS OF LANGUAGE STUDY, STUDENTS MAY APPLY TO SPEND A NUMBER OF WEEKS LIVING IN ONE OF FOUR COUNTRIES: FRANCE, MEXICO, JAPAN OR CHINA. STUDENTS TAKE COURSES AT A LAWRENCEVILLE AFFILIATED INSTITUTION, AND A LAWRENCEVILLE FACULTY MEMBER DIRECTS THE PROGRAM AND TEACHES COURSES ALONG WITH LOCAL PROFESSORS AND MASTERS. STUDENTS LIVE WITH HOST FAMILIES, PARTICIPATE IN LOCAL ACTIVITIES, AND TRAVEL FOR A PERIOD OF TIME IN THE HOST COUNTRY. |
| Part I, line 3: | Expenditures are accounted for using the accrual method, the same method of accounting used by the School to account for its expenditures in its financial statements. |
| PART I, LINE 3 (d) | INVESTMENTS INCLUDED IN THIS SECTION RELATE TO INVESTMENT HOLDINGS INCLUDED IN THE SCHOOL'S ENDOWMENT PORTFOLIO. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carol O'Brien Associates | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3211 Shannon Road Suite 100 | AddressLine1Txt |
| City | Durham | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Campaign Consulting | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $61,314 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $61,314 | TotalRetainedByContractorsAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|
| Lawrence Township Policemen's Benevolent Association | |||||||
| PO Box 6432 | Lawrenceville | NJ | 08648 | $500 | Grants | ||
| Lawrence Township Community Fnda 2016-2017 | |||||||
| PO Box 6707 | Princeton | NJ | 085437648 | $10,000 | Grants | 223835387 | 501 (c)(3) |
| CENTRAL PARK DONATION-LAWRENCE TWP | |||||||
| 2207 Lawrence Rd PO Box 6006 | Lawrence Township | NJ | 08648 | $100,000 | Grants | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | student scholarships | GrantTypeTxt |
| Recipient | 236 | RecipientCnt |
| Non Cash Assistance | $11,796,831 | NonCashAssistanceAmt |
| Valuation Method Used | fmv | ValuationMethodUsedDesc |
| Non Cash Assistance | scholarship | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | THE LAWRENCEVILLE SCHOOL USES SCHOOL AND STUDENT SERVICES (SSS) TO PROCESS FINANCIAL AID APPLICATIONS. SSS IS A SERVICE OF THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. PARENTS OF STUDENTS COMPLETE THE PARENTS' FINANCIAL STATEMENT (PFS) FORM AND SUBMIT IT TO SSS ALONG WITH THE REQUIRED COPIES OF TAX RETURNS AND PROOF OF INCOME. sss PREPARES A NEED ANALYSIS REPORT WHICH SUGGESTS THE AMOUNT FAMILIES CAN CONTRIBUTE TOWARD EDUCATIONAL COSTS SINCE NOT ALL FAMILIES' FINANCIAL SITUATIONS ARE EQUAL, THE LAWRENCEVILLE SCHOOL FINANCIAL AID OFFICE USES the sss. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MURRAY Stephen S | ||||||||||||||
| Headmaster | $404,489 | $0 | $107,500 | $0 | $8,793 | $0 | $108,125 | $0 | $149,686 | $0 | $778,593 | $0 | $0 | $0 |
| BrooksWesley | ||||||||||||||
| Secretary & Treasurer, Chief Financi | $252,285 | $0 | $0 | $0 | $500 | $0 | $31,536 | $0 | $116,532 | $0 | $400,853 | $0 | $0 | $0 |
| Goodrich Christina | ||||||||||||||
| Assistant Treasurer, Director of Fin | $136,157 | $0 | $0 | $0 | $0 | $0 | $17,260 | $0 | $11,724 | $0 | $165,141 | $0 | $0 | $0 |
| Barnes Mary Kate | ||||||||||||||
| Director of Advancement | $236,895 | $0 | $0 | $0 | $0 | $0 | $29,612 | $0 | $105,710 | $0 | $372,217 | $0 | $0 | $0 |
| Gore Jr John | ||||||||||||||
| Director of Alumni Development | $144,112 | $0 | $0 | $0 | $10,102 | $0 | $19,896 | $0 | $26,755 | $0 | $200,865 | $0 | $0 | $0 |
| Johansen Erin | ||||||||||||||
| Director of Capital Programs | $180,445 | $0 | $0 | $0 | $0 | $0 | $22,646 | $0 | $3,280 | $0 | $206,371 | $0 | $0 | $0 |
| Kraut Bruce | ||||||||||||||
| Medical Director | $170,470 | $0 | $0 | $0 | $0 | $0 | $23,293 | $0 | $139,983 | $0 | $333,746 | $0 | $0 | $0 |
| Muntz Jerry | ||||||||||||||
| Director of Planned Giving | $157,787 | $0 | $0 | $0 | $0 | $0 | $19,896 | $0 | $11,807 | $0 | $189,490 | $0 | $0 | $0 |
| Sheppard Thomas | ||||||||||||||
| Dean of Enrollment Management | $151,893 | $0 | $0 | $0 | $0 | $0 | $20,425 | $0 | $42,057 | $0 | $214,375 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1b | Housing on the school campus is provided to certain employees, as required by the terms of their employment for the convenience of the school, and is treated as non-taxable under section 119 of the internal revenue code. The headmaster's house serves not only as a residence, but also as a host location for many school events. Social club does paid by the director of alumni development and the director of advancement are reimbursed by the school to the extent that they are used 100% for school business and are included in compensation as a non-taxable benefit. |
| Part I, Line 4b | the headmaster participates in a section 457(f) non-qualified deferred compensation plan, which was effective July 1, 2016. the plan includes a provision whereby the school will credit a deferred compensation amount each plan year to the plan on behalf of the headmaster as scheduled in the agreement, or in an amount otherwise determined by the board of trustees in its sole discretion. The amount credited for the tax year was $75,000. The headmaster will become 100% vested on June 30, 2019, provided there is no separation from service from the school, as defined in the agreement, and remains in the position of headmaster until such date. |
| Part I, Line 7 | included in part ii, column b(ii) are amounts representing a fixed fee bonus that is included in the individual's 2016 W2. These amounts were approved by the board and are included in the Headmaster's written employment agreement. |
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 | new jersey economic development authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 222045817 | BondIssuerEIN |
| CUSIP | 64577hph8 | CUSIPNum |
| Bond Issued | 2004-11-01 | BondIssuedDt |
| Issue Price | $16,039,245 | IssuePriceAmt |
| Purpose | refunding of outstanding 1996 bond | PurposeDesc |
| Defeased | Yes (1) | 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 |
| Bond Defeased | $14,445,000 | BondDefeasedAmt |
| Total Proceeds | $16,039,245 | TotalProceedsAmt |
| Refunding Escrow | $15,798,441 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $240,804 | IssuanceCostsFromProceedsAmt |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | Yes (1) | AdvanceRefundingInd |
| 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 | Yes (1) | Form8038TFiledInd |
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K Part V | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL HAS NO NEW BOND ISSUANCE | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| mary kate Barnes | |||||||
| Director of Advancement | Mortgage | Yes (X) | $200,000 | $109,535 | 0 | Yes (1) | Yes (1) |
| wesley brooks | |||||||
| Chief Financial Officer | Mortgage | Yes (X) | $300,000 | $277,153 | 0 | Yes (1) | Yes (1) |
| christina goodrich | |||||||
| Director of Finance | Mortgage | Yes (X) | $300,000 | $208,663 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $595,351 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blackstone Minerals - Thomas Carter Jr | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | TRUSTEE IS A PARTNER | RelationshipDescriptionTxt |
| Transaction | $4,306,135 | TransactionAmt |
| Transaction | SEE PART V BELOW | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | THE LAWRENCEVILLE SCHOOL HOLDS A $4.3 MILLION INVESTMENT IN BLACKSTONE MINERALS COMPANY AS PART OF THE SCHOOL'S ENDOWMENT PORTFOLIO. THOMAS L CARTER, JR IS A TRUSTEE OF THE LAWRENCEVILLE SCHOOL, AND IS THE CEO AND OWNS MORE THAN 10% OF BLACKSTONE MINERALS COMPANY. HOWEVER, THE SCHOOL'S INVESMENT COMMITTEE DIRECTS THE SCHOOL'S INVESTMENTS AND MR. CARTER IS NOT A MEMBER OF THE INVESTMENT COMMITTEE AND DOES NOT PARTICIPATE IN ANY OF THE SCHOOL'S INVESTMENT DECISIONS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 35 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,704,441 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | other | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,853 | 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 | amounts in column b represent the number of contributors | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | FORM 990 IS PREPARED BY THE SCHOOL'S INDEPENDENT ACCOUNTING FIRM BASED UPON INFORMATION PROVIDED BY THE SCHOOL. THE DRAFT FORM 990 IS THEN REVIEWED BY THE SCHOOL'S FINANCE DEPARTMENT AND ANY RESULTING CHANGES ARE MADE TO THE DRAFT RETURN. THE DRAFT RETURN IS THEN PROVIDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES, WHICH HAS BEEN DELEGATED RESPONSIBILITY BY THE FULL BOARD FOR REVIEW OF THE RETURN. THE AUDIT COMMITTEE THEN REPORTS TO THE FULL BOARD AND A COPY OF THE FINAL FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE SCHOOL'S GOVERNING BODY, ITS BOARD OF TRUSTEES, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE |
| Form 990, Part VI, Section B, line 12c | THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY COVERING ALL TRUSTEES, OFFICERS, AND EMPLOYEES THAT 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. ALL TRUSTEES, OFFICERS, AND INDIVIDUALS WHO HAVE SIGNING AUTHORITY ARE REQUIRED TO CERTIFY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND TO INDICATE WHETHER THE SCHOOL DOES BUSINESS WITH AN ENTITY IN WHICH THEY HAVE A MATERIAL FINANCIAL INTEREST. |
| Form 990, Part VI, Section B, line 15 | THE LAWRENCEVILLE SCHOOL CONDUCTS AN ANNUAL REVIEW TO DETERMINE THE GOING FAIR MARKET COMPENSATION RANGES FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS, BY REFERENCE TO COMPENSATION SURVEYS AND OTHER ORGANIZATIONS' FORM 990. THIS IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION DOES NOT CURRENTLY MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST |
| Form 990, Part XI, line 9: | net appreciation in fair value of interest rate swaps 5,431,743. change in value of split interest agreements 630,795. |
| Form 990, Part XII, Line 2c: | the school has not changed its oversight process or selection process during the tax year. |