BREARLEY SCHOOL: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BREARLEY SCHOOL (EIN 13-1623915)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-04-03
- IRS object ID
- 201420939349300707
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-04-03T10:31:31-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100172703 | 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 | 131623915 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BREARLEY SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % RAHUL TRIPATHI | InCareOfName |
| Name Control | BREA | NameControl |
| Phone | 2127448582 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 EAST 83RD STREET | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | NY | City |
| State | NY | State |
| ZIP Code | 10028 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAHUL TRIPATHI | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 2125708579 | Phone |
| Date Signed | 2014-04-03 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIE FLOCH | Name |
| Phone | 2129498700 | Phone |
| 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 | Jane Fried | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 east 83rd street | AddressLine1 |
| City | new york | City |
| State | NY | State |
| ZIP Code | 10028 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 44571282 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.brearley.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1884 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE BREARLEY SCHOOL IS A PRIVATE EDUCATIONAL INSTITUTION IN NEW YORK CITY THAT PROVIDES A QUALITY EDUCATION TO GIRLS IN GRADES K-12. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 379 | TotalNbrEmployees |
| Total Nbr Volunteers | 426 | TotalNbrVolunteers |
| Total Gross UBI | 189760 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 172765 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5006132 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3868089 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 26675994 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 27024506 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4607139 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3839342 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 389518 | OtherRevenuePriorYear |
| Other Revenue Current Year | 399173 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 36678783 | TotalRevenuePriorYear |
| Total Revenue Current Year | 35131110 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4134764 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4304477 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 23518997 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 23760900 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1149191 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8670833 | OtherExpensePriorYear |
| Other Expenses Current Year | 10200007 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 36324594 | TotalExpensesPriorYear |
| Total Expenses Current Year | 38265384 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 354189 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3134274 | RevenuesLessExpensesCY |
| Total Assets BOY | 189721796 | TotalAssetsBOY |
| Total Assets EOY | 200259797 | TotalAssetsEOY |
| Total Liabilities BOY | 24719475 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 26284372 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 165002321 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 173975425 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE BREARLEY SCHOOL IS A PRIVATE EDUCATIONAL INSTITUTION IN NEW YORK CITY THAT PROVIDES A QUALITY EDUCATION TO GIRLS IN GRADES K-12. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Activity Code | 611710 | ActivityCode |
| Expense | 27764254 | Expense |
| Grants | 4304477 | Grants |
| Revenue | 27024506 | Revenue |
| Description | THE BREARLEY SCHOOL MEETS THE EDUCATIONAL NEEDS OF APPROXIMATELY 695 GIRLS FROM KINDERGARTEN THROUGH TWELFTH GRADE. | Description |
| Total Program Service Expense | 27764254 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 110 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 379 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RAHUL TRIPATHI | NamePerson |
| Telephone Number | 2125708579 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 EAST 83RD STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10028 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| ALAN JONES | |||||||||
| PRESIDENT | 10.0 | X | X | 0 | 0 | 0 | |||
| CHRISTOPHER MANN | |||||||||
| VICE PRESIDENT | 5.0 | X | X | 0 | 0 | 0 | |||
| JAMIE NICHOLLS BIONDI | |||||||||
| TREASURER | 5.0 | X | X | 0 | 0 | 0 | |||
| DEBORAH DAVIS ASCHEIM | |||||||||
| SECRETARY | 5.0 | X | X | 0 | 0 | 0 | |||
| GREGORY C ARMSTRONG | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| CLARA BINGHAM | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| PAULA CAMPBELL | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| SAMARA EPSTEIN COHEN | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| DAVID ER DANGOOR | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| FRANCOIS DE MENIL | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| DANIEL EGAN | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| AMY FALLS ROGERS | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| MARISA GARDINI | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| ELLEN JEWETT | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| ELIZABETH HARPEL KEHLER | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| GEORGIA LEVENSON KEOHANE | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| SARAH LEWIS | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| MICHELE MOODY-ADAMS | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| KATHLEEN MORIARTY | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| JAMES NEARY | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| JULIA PERSHAN | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| DARYL GURIAN STERN | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| DAVID R TROWER | |||||||||
| TRUSTEE | 2.0 | X | 0 | 0 | 0 | ||||
| JANE FOLEY FRIED | |||||||||
| HEAD OF SCHOOL (as of 7/12) | 40.0 | X | 197574 | 0 | 74230 | ||||
| RAHUL TRIPATHI | |||||||||
| CHIEF FINANCIAL OFFICER | 40.0 | X | 264798 | 0 | 38622 | ||||
| LEWISE LUCAIRE | |||||||||
| DIRECTOR OF DEVELPMENT | 40.0 | 175712 | 0 | 27291 | X | ||||
| TAMMY ZAZURI | |||||||||
| ATHLETICS DIRECTOR | 40.0 | 196119 | 0 | 27904 | X | ||||
| EVELYN SEGAL LIPTON | |||||||||
| HEAD OF UPPER SCHOOL | 40.0 | 157200 | 0 | 25329 | X | ||||
| SHERRI WOLF | |||||||||
| DEAN OF FACULTY | 40.0 | 156635 | 0 | 24119 | X | ||||
| HEYDEN WHITE ROSTOW | |||||||||
| ACADEMIC DEAN | 40.0 | 160158 | 0 | 17887 | X | ||||
| TASHA ELSBACK | |||||||||
| HEAD OF MIDDLE SCHOOL | 40.0 | 147317 | 0 | 23159 | X | ||||
| STEPHANIE HULL | |||||||||
| FORMER HEAD OF SCHOOL(to 6/11) | 0.0 | 622500 | 0 | 0 | X | ||||
| PRISCILLA WINN | |||||||||
| FORMER HEAD OF SCHOOL(to 6/12) | 0.0 | 150000 | 0 | 62490 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2228013 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 321031 | TotalOtherCompensation |
| Number Individuals GT100 K | 85 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PROSKAUER ROSE LLP | |||||
| 11 TIMES SQUARE | NEW YORK | NY | 10036 | LEGAL SERVICES | 257300 |
| ADAMAS PARTNERS LP | |||||
| THE PILOT HOUSE AT LEWIS WHARF | BOSTON | MA | 02110 | INVESTMENT MGMT FEES | 157165 |
| ADAMAS OPPORTUNITIES LP | |||||
| THE PILOT HOUSE AT LEWIS WHARF | BOSTON | MA | 02110 | INVESTMENT MGMT FEES | 136473 |
| EISNERAMPER LLP | |||||
| 750 THIRD AVENUE | NEW YORK | NY | 10017 | AUDIT AND TAX | 123732 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Fundraising Events | 312089 | FundraisingEvents |
| All Other Contributions | 3556000 | AllOtherContributions |
| Total Contributions | 3868089 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 26806332 | 26806332 |
| AUXILIARY ACTIVITIES | 611710 | 218174 | 218174 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 27024506 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1731237 | TotalRevenueColumn |
| Unrelated Business Revenue | 84367 | UnrelatedBusinessRevenue |
| Exclusion | $1,646,870 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 399173 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 399173 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 399173 | TotalRevenueColumn |
| Exclusion | $399,173 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11406388 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9298283 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2108105 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2108105 | TotalRevenueColumn |
| Unrelated Business Revenue | 105393 | UnrelatedBusinessRevenue |
| Exclusion | $2,002,712 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 141889 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 312089 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 141889 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35131110 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27024506 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 189760 | UnrelatedBusinessRevenue |
| Exclusion | $4,048,755 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4304477 | Total |
| Program Services | 4304477 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 814999 | Total |
| Program Services | 619687 | ProgramServices |
| Management And General | 165350 | ManagementAndGeneral |
| Fundraising | 29962 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16649189 | Total |
| Program Services | 12659257 | ProgramServices |
| Management And General | 3377847 | ManagementAndGeneral |
| Fundraising | 612085 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1739567 | Total |
| Program Services | 1322684 | ProgramServices |
| Management And General | 352930 | ManagementAndGeneral |
| Fundraising | 63953 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3177798 | Total |
| Program Services | 2416248 | ProgramServices |
| Management And General | 644723 | ManagementAndGeneral |
| Fundraising | 116827 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1379347 | Total |
| Program Services | 1048790 | ProgramServices |
| Management And General | 279847 | ManagementAndGeneral |
| Fundraising | 50710 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159487 | Total |
| Management And General | 159487 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100129 | Total |
| Management And General | 100129 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 387086 | Total |
| Management And General | 387086 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205548 | Total |
| Program Services | 31800 | ProgramServices |
| Management And General | 160337 | ManagementAndGeneral |
| Fundraising | 13411 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81957 | Total |
| Program Services | 16956 | ProgramServices |
| Fundraising | 65001 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 823100 | Total |
| Program Services | 281561 | ProgramServices |
| Management And General | 465241 | ManagementAndGeneral |
| Fundraising | 76298 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 373512 | Total |
| Program Services | 43913 | ProgramServices |
| Management And General | 329599 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 985464 | Total |
| Program Services | 937461 | ProgramServices |
| Management And General | 48003 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 409697 | Total |
| Program Services | 383514 | ProgramServices |
| Management And General | 19162 | ManagementAndGeneral |
| Fundraising | 7021 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54644 | Total |
| Program Services | 47487 | ProgramServices |
| Management And General | 3620 | ManagementAndGeneral |
| Fundraising | 3537 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1567937 | Total |
| Program Services | 1192185 | ProgramServices |
| Management And General | 318109 | ManagementAndGeneral |
| Fundraising | 57643 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| STUDENT ACTIVITIES | 429900 | 429900 | |
| FOOD SERVICE | 586200 | 586200 | |
| PUBLICATIONS | 339525 | 339525 | |
| RECRUITING | 90082 | 90082 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3605739 | Total |
| Program Services | 1102609 | ProgramServices |
| Management And General | 2450387 | ManagementAndGeneral |
| Fundraising | 52743 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38265384 | Total |
| Program Services | 27764254 | ProgramServices |
| Management And General | 9351939 | ManagementAndGeneral |
| Fundraising | 1149191 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2000 | BOY |
| EOY | 2000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19197316 | BOY |
| EOY | 19109320 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9219247 | BOY |
| EOY | 4203447 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3177402 | BOY |
| EOY | 3441124 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 608074 | BOY |
| EOY | 470089 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 69560565 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 27622613 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41991987 | BOY |
| EOY | 41937952 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40890059 | BOY |
| EOY | 52199546 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74298977 | BOY |
| EOY | 78554725 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 336734 | BOY |
| EOY | 341594 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189721796 | BOY |
| EOY | 200259797 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3398858 | BOY |
| EOY | 3738857 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16947971 | BOY |
| EOY | 18331632 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4372646 | BOY |
| EOY | 4213883 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24719475 | BOY |
| EOY | 26284372 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109667314 | BOY |
| EOY | 117114842 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9250224 | BOY |
| EOY | 9904943 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46084783 | BOY |
| EOY | 46955640 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165002321 | BOY |
| EOY | 173975425 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189721796 | BOY |
| EOY | 200259797 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -3134274 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 12107378 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 47011749 | BeginningOfYearBalance |
| Contributions | 870858 | Contributions |
| Investment Earnings Or Losses | 5871794 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 353170 | GrantsOrScholarships |
| Other Expenditures | 1609160 | OtherExpenditures |
| End Of Year Balance | 51792071 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 47887458 | BeginningOfYearBalance |
| Contributions | 840939 | Contributions |
| Investment Earnings Or Losses | 157378 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 284471 | GrantsOrScholarships |
| Other Expenditures | 1589555 | OtherExpenditures |
| End Of Year Balance | 47011749 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42557493 | BeginningOfYearBalance |
| Contributions | 2913740 | Contributions |
| Investment Earnings Or Losses | 3834820 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 245290 | GrantsOrScholarships |
| Other Expenditures | 1173305 | OtherExpenditures |
| End Of Year Balance | 47887458 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 39733560 | BeginningOfYearBalance |
| Contributions | 1988343 | Contributions |
| Investment Earnings Or Losses | 1857107 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 207641 | GrantsOrScholarships |
| Other Expenditures | 813876 | OtherExpenditures |
| End Of Year Balance | 42557493 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 43674553 | BeginningOfYearBalance |
| Contributions | 406443 | Contributions |
| Investment Earnings Or Losses | -2303259 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 204365 | GrantsOrScholarships |
| Other Expenditures | 1839812 | OtherExpenditures |
| End Of Year Balance | 39733560 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.90663 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.09337 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2104348 | OtherCostOrOtherBasis |
| Book Value | 2104348 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32255485 | OtherCostOrOtherBasis |
| Depreciation | 3178054 | Depreciation |
| Book Value | 29077431 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 30960710 | OtherCostOrOtherBasis |
| Depreciation | 21193436 | Depreciation |
| Book Value | 9767274 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4240022 | OtherCostOrOtherBasis |
| Depreciation | 3251123 | Depreciation |
| Book Value | 988899 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 41937952 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HEDGE FUNDS | 68289052 | F |
| AND PRIVATE EQUITY FUNDS | 10265673 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 78554725 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AGENCY FUNDS | $374,132 |
| OBLIGATION | $3,839,751 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4213883 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 42546925 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 12107378 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 12107378 | RevenueNotRptdF990 |
| Revenue Subtotal | 30439547 | RevenueSubtotal |
| Investment Expenses Not Included | 387086 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 4304477 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4691563 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 35131110 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 33573821 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 33573821 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 387086 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 4304477 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 4691563 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 38265384 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ENDOWMENT FUNDS | PART V, LINE 4 | THE SCHOOL'S ENDOWMENT CONSISTS OF 130 INDIVIDUAL FUNDS DESIGNATED BY DONORS TO BE PERMANENTLY RESTRICTED ENDOWMENT FUNDS. THE FUNDS SERVE A VARIETY OF PURPOSES INCLUDING SCHOLARSHIPS AND STUDENT SUPPORT, FACULTY SUPPORT, FACILITY MAINTENENCE AND GENERAL SUPPORT. |
| OTHER LIABILITIES | PART X, LINE 2 | THE SCHOOL IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740-10-05 RELATING TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE SCHOOL, THESE PROVISIONS COULD BE APPLICABLE TO THE INCURRENCE OF UNRELATED BUSINESS INCOME TAX ATTRIBUTABLE TO CERTAIN OF THE SCHOOL'S INVESTMENTS. HOWEVER, DUE TO THE SCHOOL'S GENERAL TAX-EXEMPT STATUS, ASC TOPIC 740-10-05 HAS NOT HAD, AND IS NOT EXPECTED TO HAVE, A MATERIAL EFFECT ON ITS CONSOLDIATED FINANCIAL STATEMENTS. |
| RECONCILIATION OF REVENUE AND EXPENSES | FORM 990, SCHEDULE D, PART XI, LINE 4B AND PART XII, LINE 4B | SCHOLARSHIPS NETTED AGAINST REVENUE FOR FINANCIAL STATEMENT REPORTING. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | RACIAL DISCRIMINATION POLICY | Identifier |
| Return Reference | FORM 990, SCHEDULE E, LINE 3 | ReturnReference |
| Explanation | THE SCHOOL PROVIDES AN AFFIRMATIVE STATEMENT OF ITS NON-DISCRIMINATION POLICY WHICH IS PUBLISHED IN ITS GENERAL CATALOGUE. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Central America and the Caribbean | Investments | NONE | 4978353 |
| Central America and the Caribbean | Investments | NONE | 9245882 |
| Central America and the Caribbean | Investments | NONE | 3852649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 18076884 | SubtotalAmountSpent |
| Total Amount Spent | 18076884 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FOREIGN INVESTMENTS | Identifier |
| Return Reference | FORM 990, SCHEDULE F, PART 1, LINE 3 | ReturnReference |
| Explanation | INVESTMENTS HELD OUTSIDE OF THE UNITED STATES ARE MEASURED AT FAIR-MARKET VALUE. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MAGIC/BREARLEY | NameOfEvent1 |
| Gross Receipts Event1 | 453978 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 312089 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 141889 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 101374 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 40515 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 453978 | GrossReceiptsTotal |
| Charitable Contributions Total | 312089 | CharitableContributionsTotal |
| Gross Revenue Total Events | 141889 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 101374 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 40515 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 141889 | DirectExpenseSummaryEvents |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | STUDENT SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 141 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 4304477 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | TUITION REDUCTION | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | GRANTS AND OTHER ASSISTANCE | Identifier |
| Return Reference | SCHEDULE I, PART IV | ReturnReference |
| Explanation | Families who request financial assistance are asked to complete a Parents Financial Statement (PFS) and send it to the School and Student Service for Financial Aid (SSS). An affiliate of the National Association of Independent Schools (NAIS), SSS is a nationwide service that assists the Brearley School (and other independent schools) in processing requests for financial assistance. It provides analyses to enable Schools to make consistent decisions, although the ultimate assessment of need rests with the Brearley School. Parents are also asked to submit federal tax returns with all schedules and, if applicable, business tax returns and also other supporting documents. All financial information and all financial assistance decisions are confidential. SCHOLARSHIPS ARE APPLIED DIRECTLY TO AN AWARDED STUDENT'S ACCOUNT IN THE FORM OF A TUITION REDUCTION. | 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 | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE FOLEY FRIED | ||||||||||||||
| HEAD OF SCHOOL (as of 7/12) | 197574 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 74230 | 0 | 271804 | 0 | 0 | 0 |
| RAHUL TRIPATHI | ||||||||||||||
| CHIEF FINANCIAL OFFICER | 264798 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 38622 | 0 | 303420 | 0 | 0 | 0 |
| TAMMY ZAZURI | ||||||||||||||
| ATHLETICS DIRECTOR | 196119 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 27904 | 0 | 224023 | 0 | 0 | 0 |
| LEWISE LUCAIRE | ||||||||||||||
| DIRECTOR OF DEVELPMENT | 175712 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 27291 | 0 | 203003 | 0 | 0 | 0 |
| EVELYN SEGAL LIPTON | ||||||||||||||
| HEAD OF UPPER SCHOOL | 157200 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 25329 | 0 | 182529 | 0 | 0 | 0 |
| SHERRI WOLF | ||||||||||||||
| DEAN OF FACULTY | 156635 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 24119 | 0 | 180754 | 0 | 0 | 0 |
| HEYDEN WHITE ROSTOW | ||||||||||||||
| ACADEMIC DEAN | 160158 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 17887 | 0 | 178045 | 0 | 0 | 0 |
| TASHA ELSBACK | ||||||||||||||
| HEAD OF MIDDLE SCHOOL | 147317 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 23159 | 0 | 170476 | 0 | 0 | |
| STEPHANIE HULL | ||||||||||||||
| FORMER HEAD OF SCHOOL(to 6/11) | 622500 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 622500 | 0 | 622500 | 0 |
| PRISCILLA WINN | ||||||||||||||
| FORMER HEAD OF SCHOOL(to 6/12) | 150000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 62490 | 0 | 212490 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE J, PART 1, LINE 4B | Identifier |
| Return Reference | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | ReturnReference |
| Explanation | THE SCHOOL MAINTAINS A SECTION 457(B) DEFERRED COMPENSATION PLAN FOR ITS HEAD OF SCHOOl FUNDED SOLELY BY THE EMPLOYEE. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 69 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 306121 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 8868 | EXTENSION OF TIME TO FILE FOR AN EXEMPT ORGANIZATION | THE BREARLEY SCHOOL'S APPLICATIONS FOR EXTENSIONS OF TIME TO FILE FOR AN EXEMPT ORGANIZATION, FORMS' 8868, WERE E-FILED. |
| REVIEW OF FORM 990 | FORM 990, PART VI, SECTION B, LINE 11A | THE MANAGEMENT OF THE SCHOOL REVIEWS THE DRAFT OF THE FORM 990. UPON ITS SATISFACTION, THE GOVERNING BODY HAS DESIGNATED ITS AUDIT COMMITTEE WITH THE RESPONSIBILITY OF REVIEWING THE FORM 990 AND REPORTING ITS REVIEW TO THE MEMBERS OF THE EXECUTIVE COMMITEE OF THE BOARD FOR APPROVAL. THE APPROVED VERSION OF THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. |
| MONITORING OF CONFLICT OF INTEREST POLICY | FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER OF THE BOARD OF TRUSTEES IS REQUIRED TO SIGN AN ACKNOWLEDGEMENT OF COMPLIANCE WITH THE SCHOOL'S CONFLICT OF INTEREST POLICY AND TO REPORT ANY POTENTIAL CONFLICTS ON AN ANNUAL BASIS. THIS DOCUMENT IS SIGNED AT THE FIRST BOARD MEETING OF EACH YEAR. |
| DETERMINATION OF COMPENSATION | FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE HEAD OF SCHOOL IS DETERMINED BY THE BOARD OF TRUSTEES USING COMPARABILITY DATA COLLECTED AND KEPT BY AN INDEPENDENT CONSULTANT. THE COMPARABILITY DATA IS DERIVED FROM INDEPENDENT SCHOOLS |
| AVAILABILITY OF GOVERNING DOCUMENTS | FORM 990, PART VI, SECTION C, LINE 19 | THE BREARLEY SCHOOL'S FORM 990 IS AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|
| 70-74 EAST END AVENUE LLC | ||||||||
| 610 EAST END AVENUE | NEW YORK | NY | 10028 | 131623915 | HOLDING CORP | NY | 26295171 | NA |
| 70-74 EEA DEBT LLC | ||||||||
| 610 EAST 83RD STREET | NEW YORK | NY | 10028 | 131623915 | HOLDING CORP | NY | 0 | NA |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF BREARLEY INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 EAST 83RD STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10028 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134088238 | EIN |
| Primary Activities | CHARITABLE | PrimaryActivities |
| Legal Domicile State | DE | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(3) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |