EMMA WILLARD SCHOOL: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EMMA WILLARD SCHOOL (EIN 14-1338390)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-12
- IRS object ID
- 201400439349300220
- Schema version
- 2012v2.1
- 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 M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-12T08:52:17-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161131146 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BONADIO & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 WEMBLEY COURT | AddressLine1 |
| City | ALBANY | City |
| State | NY | State |
| ZIP Code | 12205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141338390 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMMA WILLARD SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EMMA | NameControl |
| Phone | 5188331300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 PAWLING AVENUE | AddressLine1 |
| City | TROY | City |
| State | NY | State |
| ZIP Code | 12180 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREW C ELLIS | Name |
| Title | CFO | Title |
| Phone | 5188331300 | Phone |
| Date Signed | 2014-02-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRI CONRAD REGAN | Name |
| PTIN | P00449706 | PTIN |
| Phone | 5184644080 | Phone |
| Date Prepared | 2014-02-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANDREW C ELLIS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 PAWLING AVE | AddressLine1 |
| City | TROY | City |
| State | NY | State |
| ZIP Code | 12180 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 72110703 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.EMMAWILLARD.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1814 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE EDUCATION FOR GIRLS IN GRADES 9 THROUGH 12. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 217 | TotalNbrEmployees |
| Total Nbr Volunteers | 300 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3863041 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4479329 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12981420 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14161944 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -26630 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4567310 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 13155 | OtherRevenuePriorYear |
| Other Revenue Current Year | 152 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16830986 | TotalRevenuePriorYear |
| Total Revenue Current Year | 23208735 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3566379 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3968536 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8409671 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8981448 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 8333 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1378039 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10600915 | OtherExpensePriorYear |
| Other Expenses Current Year | 9957818 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22585298 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22907802 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5754312 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 300933 | RevenuesLessExpensesCY |
| Total Assets BOY | 134291386 | TotalAssetsBOY |
| Total Assets EOY | 137472878 | TotalAssetsEOY |
| Total Liabilities BOY | 36339867 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 36456794 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 97951519 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 101016084 | NetAssetsOrFundBalancesEOY |
| Mission Description | EMMA WILLARD SCHOOL IS A PRIVATELY OPERATED SCHOOL FOR GIRLS IN GRADES 9 THROUGH 12 FOR BOARDING AND DAY STUDENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 16733623 | Expense |
| Grants | 3968536 | Grants |
| Revenue | 14029969 | Revenue |
| Description | SECONDARY EDUCATION: PRIVATE HIGH SCHOOL FOR GIRLS (APPROXIMATELY 328 STUDENTS) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 84757 | Expense |
| Revenue | 133975 | Revenue |
| Description | SUMMER SCHOOL PROGRAMS: SUMMER EDUCATION PROGRAMS FOR APPROXIMATELY 400 STUDENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 16818380 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 61 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 217 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW C ELLIS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5188331792 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 285 PAWLING AVE | AddressLine1 |
| City | TROY | City |
| State | NY | State |
| ZIP Code | 12180 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DEBRA SPIRO-ALLEN | |||||||
| FACULTY TRUSTEE | 40.00 | X | 50490 | 0 | 12005 | ||
| DEBRA FREEDMAN CLOWER | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| PHILLIP BERNSTEIN | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| JAMES D BRASSORD | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| GLENN H EPSTEIN | |||||||
| TREASURER | 0.00 | X | 0 | 0 | 0 | X | |
| ERIN CROTTY | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| ANNE N DEPREZ | |||||||
| CHAIR | 0.00 | X | 0 | 0 | 0 | X | |
| PHILIP CIFARELLI | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| CHARLES DUPREE | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| MICHAL COLBY WADSWORTH | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| DOUGLAS E HART | |||||||
| VICE CHAIR | 0.00 | X | 0 | 0 | 0 | X | |
| JUDITH A KLEINER | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| ELISABETH ALLEN LEFORT | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| WENDY PESTEL LEHMANN | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| ERICA H LING | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| ANNE GAMBLING HOFFMAN | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| MICHAEL MCKENNA | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| FARAH JAFFER | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| DIANE WYNNE MERCER | |||||||
| SECRETARY | 0.00 | X | 0 | 0 | 0 | X | |
| NANCY LINKROUM PENNELL | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| PINKI SRIVASTAVA VERMA | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| SARAH MCCARTHY | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| IAN MACCALLUM | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| EMILIE SAULNIER | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| JANE COHEN FREEDMAN | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| DEBORAH FREASE GERAGHTY | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| WENDY GRAHAM | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| ANGELINE EVELEENS | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| LISA GRACE | |||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | ||
| TRUDY HALL | |||||||
| HEAD OF SCHOOL | 40.00 | 240316 | 0 | 82003 | X | ||
| ANDREW ELLIS | |||||||
| CFO | 40.00 | 172341 | 0 | 23293 | X | ||
| RACHEL CONNELL | |||||||
| DIRECTOR OF ADVANCEMENT | 40.00 | 168247 | 0 | 22275 | X | ||
| KENT JONES | |||||||
| DIRECTOR OF COLLEGE COUNSE | 40.00 | 115391 | 0 | 16274 | X | ||
| PETER MCCORKLE | |||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.00 | 104349 | 0 | 17263 | X | ||
| JOHN BALL | |||||||
| ASSISTANT HEAD OF SCHOOL | 40.00 | 124855 | 0 | 17915 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 975989 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 191028 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SODEXO INC AND AFFILIATES | |||||
| PO BOX 360170 | PITTSBURGH | PA | 15251 | DINING SERVICES | 1192150 |
| VMJR COMPANIES LLC | |||||
| PO BOX 578 | GLENS FALLS | NY | 12801 | CONSTRUCTION | 455539 |
| UGL SERVICES | |||||
| 275 GROVE STREET SUITE 3-200 | AUBURNDALE | MA | 02466 | JANITORIAL SERVICES | 454375 |
| LUPINI CONSTRUCTION INC | |||||
| 6081 TRENTON RD | UTICA | NY | 13502 | CONSTRUCTION | 319013 |
| FINGERPAINT MARKETING INC | |||||
| 395 BROADWAY | SARATOGA SPRINGS | NY | 12866 | MARKETING | 168691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 4479329 | AllOtherContributions |
| Noncash Contributions | 248747 | NoncashContributions |
| Total Contributions | 4479329 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 900099 | 13816982 | 13816982 |
| AUXILIARY SERVICES | 900099 | 340445 | 340445 |
| SERVICES CHARGES | 900099 | 4517 | 4517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14161944 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1474252 | TotalRevenueColumn |
| Exclusion | $1,474,252 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 51822628 | Securities |
| Other | 2000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 48731570 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3091058 | Securities |
| Other | 2000 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3093058 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2000 | RelatedOrExemptFunctionIncome |
| Exclusion | $3,091,058 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 38318 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 86021 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -47703 | TotalRevenueColumn |
| Exclusion | -$47,703 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 132232 | GrossSalesOfInventory |
| Cost Of Goods Sold | 84377 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 47855 | TotalRevenueColumn |
| Exclusion | $47,855 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23208735 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14163944 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,565,462 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3968536 | Total |
| Program Services | 3968536 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 517918 | Total |
| Management And General | 517918 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6400669 | Total |
| Program Services | 4473677 | ProgramServices |
| Management And General | 1065867 | ManagementAndGeneral |
| Fundraising | 861125 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 560022 | Total |
| Program Services | 360515 | ProgramServices |
| Management And General | 118122 | ManagementAndGeneral |
| Fundraising | 81385 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 996264 | Total |
| Program Services | 667595 | ProgramServices |
| Management And General | 205277 | ManagementAndGeneral |
| Fundraising | 123392 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 506575 | Total |
| Program Services | 345252 | ProgramServices |
| Management And General | 99093 | ManagementAndGeneral |
| Fundraising | 62230 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6218 | Total |
| Management And General | 6218 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67271 | Total |
| Management And General | 67271 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354401 | Total |
| Management And General | 354401 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1488381 | Total |
| Program Services | 1488381 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 211211 | Total |
| Program Services | 211161 | ProgramServices |
| Fundraising | 50 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 409273 | Total |
| Program Services | 318567 | ProgramServices |
| Management And General | 4587 | ManagementAndGeneral |
| Fundraising | 86119 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172125 | Total |
| Program Services | 170800 | ProgramServices |
| Fundraising | 1325 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 676882 | Total |
| Program Services | 676882 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 335847 | Total |
| Program Services | 214997 | ProgramServices |
| Management And General | 17300 | ManagementAndGeneral |
| Fundraising | 103550 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89204 | Total |
| Program Services | 86176 | ProgramServices |
| Fundraising | 3028 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1388066 | Total |
| Management And General | 1388066 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3073713 | Total |
| Program Services | 3073713 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 389142 | Total |
| Management And General | 389142 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| OTHER | 565260 | 385727 | 149768 | 29765 |
| PROFESSIONAL SERVICES | 433648 | 235319 | 185967 | 12362 |
| EMPLOYEE DEVELOPMENT | 119817 | 79198 | 29310 | 11309 |
| MAJOR MAINTENANCE | 66996 | 66996 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110363 | Total |
| Program Services | 61884 | ProgramServices |
| Management And General | 46080 | ManagementAndGeneral |
| Fundraising | 2399 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22907802 | Total |
| Program Services | 16818380 | ProgramServices |
| Management And General | 4711383 | ManagementAndGeneral |
| Fundraising | 1378039 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5031210 | BOY |
| EOY | 4770583 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5480734 | BOY |
| EOY | 5088218 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150815 | BOY |
| EOY | 123787 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95797 | BOY |
| EOY | 134063 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 761851 | BOY |
| EOY | 732546 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 82228670 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 42642560 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41333576 | BOY |
| EOY | 39586110 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51544389 | BOY |
| EOY | 63418267 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29084658 | BOY |
| EOY | 22883169 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 808356 | BOY |
| EOY | 736135 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134291386 | BOY |
| EOY | 137472878 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4478867 | BOY |
| EOY | 4386516 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2676414 | BOY |
| EOY | 3574633 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29184586 | BOY |
| EOY | 28495645 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36339867 | BOY |
| EOY | 36456794 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38599389 | BOY |
| EOY | 38535166 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11603713 | BOY |
| EOY | 12704651 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47748417 | BOY |
| EOY | 49776267 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97951519 | BOY |
| EOY | 101016084 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134291386 | BOY |
| EOY | 137472878 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 300933 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2763632 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 78564745 | BeginningOfYearBalance |
| Contributions | 2506143 | Contributions |
| Investment Earnings Or Losses | 7152191 | InvestmentEarningsOrLosses |
| Other Expenditures | 3872290 | OtherExpenditures |
| Administrative Expenses | 354401 | AdministrativeExpenses |
| End Of Year Balance | 83996388 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 86115981 | BeginningOfYearBalance |
| Contributions | 2765084 | Contributions |
| Investment Earnings Or Losses | -1133525 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 734051 | GrantsOrScholarships |
| Other Expenditures | 8069527 | OtherExpenditures |
| Administrative Expenses | 379217 | AdministrativeExpenses |
| End Of Year Balance | 78564745 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 78476375 | BeginningOfYearBalance |
| Contributions | 1121542 | Contributions |
| Investment Earnings Or Losses | 13138568 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 648812 | GrantsOrScholarships |
| Other Expenditures | 5079333 | OtherExpenditures |
| Administrative Expenses | 892359 | AdministrativeExpenses |
| End Of Year Balance | 86115981 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 74666449 | BeginningOfYearBalance |
| Contributions | 2617059 | Contributions |
| Investment Earnings Or Losses | 1192867 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 814374 | GrantsOrScholarships |
| Other Expenditures | -4637608 | OtherExpenditures |
| Administrative Expenses | 3823234 | AdministrativeExpenses |
| End Of Year Balance | 78476375 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 104035601 | BeginningOfYearBalance |
| Contributions | 3585240 | Contributions |
| Investment Earnings Or Losses | 27066516 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 779343 | GrantsOrScholarships |
| Other Expenditures | 912346 | OtherExpenditures |
| Administrative Expenses | 4196187 | AdministrativeExpenses |
| End Of Year Balance | 128799481 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.33900 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.56200 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.09900 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 253619 | OtherCostOrOtherBasis |
| Book Value | 253619 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 67615234 | OtherCostOrOtherBasis |
| Depreciation | 32889969 | Depreciation |
| Book Value | 34725265 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6095914 | OtherCostOrOtherBasis |
| Depreciation | 4276886 | Depreciation |
| Book Value | 1819028 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8263903 | OtherCostOrOtherBasis |
| Depreciation | 5475705 | Depreciation |
| Book Value | 2788198 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 39586110 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENTS IN HEDGE FUNDS | 13199880 | F |
| INVESTMENTS IN LIMITED PARTNERSHIPS | 9683289 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 22883169 | TotalOfBookValueSecurities |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 21814650 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2763632 | NetUnrealizedGainsInvestments |
| Other Revenues | 165220 | OtherRevenues |
| Revenue Not Rptd F990 | 2928852 | RevenueNotRptdF990 |
| Revenue Subtotal | 18885798 | RevenueSubtotal |
| Investment Expenses Not Included | 354401 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 3968536 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4322937 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 23208735 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18750085 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 170398 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 170398 | ExpensesNotRptdF990 |
| Expenses Subtotal | 18579687 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 354401 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 3973714 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 4328115 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 22907802 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | FINANCIAL STATEMENT FOOTNOTE 1, INCOME TAXES, INCLUDES A DISCLOSURE RELATED TO UNCERTAIN TAX POSITIONS UNDER FIN 48. THE TEXT RELATED TO THE ORGANIZATION'S LIABILITY IS AS FOLLOWS: FOR TAX-EXEMPT ENTITIES, THEIR TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, SINCE EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. AS OF JUNE 30, 2013 AND 2012, THE SCHOOL HAS NOT RECORDED A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE SCHOOL FILES EXEMPT ORGANIZATION TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND NEW YORK STATE. THE SCHOOL IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2009. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SCHOOL STORE EXPENSES 84,377. EVENT EXPENSES 86,021. ANNUITIES MATURED -5,178. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 3,968,536. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SCHOOL STORE EXPENSE 84,377. EVENT EXPENSES 86,021. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 3,968,536. ANNUITIES MATURED 5,178. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 0 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENT IN POOLED INCOME FUNDS | TypeOfActivitiesConducted |
| Total Expenditures | 9683289 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 9683289 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 9683289 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE SCHOOL INVESTS IN THREE LIMITED PARTNERSHIPS ORGANIZED IN THE CAYMAN ISLANDS | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | REUNION | NameOfEvent1 |
| Gross Receipts Event1 | 37443 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 37443 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 29653 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 29240 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 37443 | GrossReceiptsTotal |
| Gross Revenue Total Events | 37443 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 29653 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 29240 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 58893 | DirectExpenseSummaryEvents |
| Net Income Summary | -21450 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 172 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 3968536 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | TUITION ASSISTANCE | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: REDUCTION IN TUITION APPLIED DIRECTLY TO TUITION ACCOUNTS | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TRUDY HALL | ||||||||||||||
| HEAD OF SCHOOL | 240316 | 0 | 0 | 0 | 0 | 0 | 76400 | 0 | 5603 | 0 | 322319 | 0 | 0 | 0 |
| ANDREW ELLIS | ||||||||||||||
| CFO | 172341 | 0 | 0 | 0 | 0 | 0 | 17808 | 0 | 5485 | 0 | 195634 | 0 | 0 | 0 |
| RACHEL CONNELL | ||||||||||||||
| DIRECTOR OF ADVANCEMENT | 168247 | 0 | 0 | 0 | 0 | 0 | 16790 | 0 | 5485 | 0 | 190522 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | HOUSEKEEPING SERVICES ARE PROVIDED AS A PERSONAL SERVICE IN CONJUNCTION WITH THE HOUSING PROVIDED BY THE SCHOOL. | |
| PART III | PART I, LINE 1A: THE HEAD OF SCHOOL IS REQUIRED TO LIVE ON CAMPUS. PART I, LINE 4B: THE HEAD OF SCHOOL PARTICIPATES IN A 457-F PLAN. | SUPPLEMENTAL INFORMATION |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENSSELAER COUNTY INDUSTRIAL DEVELOPMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 141614433 | IssuerEIN |
| CUSIP Number | 759921DT3 | CUSIPNumber |
| Date Issued | 2006-06-28 | DateIssued |
| Issue Price | 31743232 | IssuePrice |
| Description Of Purpose | RENOVATION PROJECTS | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | 31743232 | TotalProceeds |
| Issuance Costs From Proceeds | 634864 | IssuanceCostsFromProceeds |
| Capital Expenditures | 31108368 | CapitalExpenditures |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | 1 | EngageBondCounselContracts |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 0 | ProcToUndertkCorrectiveAction |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 32 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 248747 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | WHEN DONATED SECURITIES ARE SOLD, A THIRD PARTY IS USED TO PROCESS AND SELL THESE SECURITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY INTERNAL MANAGEMENT. THE COMMITTEE ON FINANCE AND AUDIT REVIEWS THE FORM 990 AND APPROVES ITS SUBMISSION. A COPY OF THE FORM 990 IS THEN PROVIDED TO THE GOVERNING BODY PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES RECEIVES A CONFLICT OF INTEREST QUESTIONNAIRE TO COMPLETE AT EACH OCTOBER BOARD MEETING. THE COMPLETED QUESTIONNAIRES ARE COLLECTED AND REVIEWED BY THE CFO. IF THERE IS AN ACTUAL OR POTENTIAL CONFLICT IT IS DISCLOSED TO THE CHAIR OF THE BOARD OF TRUSTEES SO THAT SAFEGUARDS CAN BE ESTABLISHED TO PROTECT ALL PARTIES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHAIR, TREASURER, SECRETARY AND ANY CHAIR-ELECT AND VICE CHAIR OF THE BOARD OF TRUSTEES SHALL TOGETHER CONSTITUTE A COMMITTEE ON COMPENSATION THAT SHALL (1) ESTABLISH AND REVIEW ANNUALLY GUIDELINES FOR AND COMPENSATION OF THE HEAD OF SCHOOL (CEO) AND ALL SENIOR ADMINISTRATORS REPORTING TO THE HEAD AND ANY EXECUTIVES WHOSE SALARIES ARE REPORTED ON THE SCHOOL'S FORM 990; (2) REVIEW AND APPROVE CASH AND NO-CASH COMPENSATION PACKAGES FOR NEW AND EXISTING EMPLOYEES WHO FALL WITHIN SUBPART (1) HEREOF, INCLUDING REVIEW AND APPROVAL OF UNBUDGETED SALARY ACTIONS AND/OR PROMOTIONS; AND (3) ADVISE THE BOARD OF TRUSTEES IN THE HIRING OF THE HEAD AND THE HEAD'S COMPENSATION PACKAGE. |
| FORM 990, PART VI, SECTION C, LINE 19 | PROVIDED UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | NO CHANGE FROM PRIOR YEAR |