THE WINDWARD SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE WINDWARD SCHOOL (EIN 13-1740499)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-08
- IRS object ID
- 201341289349300204
- Schema version
- 2011v1.5
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T06:14:56-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131517563 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB & TROPER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE 12TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131740499 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WINDWARD SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WIND | NameControl |
| Phone | 9149496968 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 WINDWARD AVENUE | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10605 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN J RUSSELL | Name |
| Title | HEAD OF SCHOOL | Title |
| Phone | 9149496968 | Phone |
| Date Signed | 2013-04-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK H ROTHMAN | Name |
| PTIN | P01275277 | PTIN |
| Phone | 2128674000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN J RUSSELL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 WINDWARD AVENUE | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10605 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 46841041 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WINDWARDNY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1926 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE WINDWARD SCHOOL PROVIDES FOR THE SPECIAL EDUCATIONAL NEEDS OF APPROXIMATELY 533 LEARNING DISABLED STUDENTS IN GRADES ONE THROUGH NINE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 263 | TotalNbrEmployees |
| Total Nbr Volunteers | 23 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3338332 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6123616 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 23711951 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 25335117 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 630754 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1736045 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4846 | OtherRevenuePriorYear |
| Other Revenue Current Year | -41033 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 27685883 | TotalRevenuePriorYear |
| Total Revenue Current Year | 33153745 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2229230 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2523575 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16815246 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 18324683 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 54739 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 22286 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 962312 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4921695 | OtherExpensePriorYear |
| Other Expenses Current Year | 5074922 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24020910 | TotalExpensesPriorYear |
| Total Expenses Current Year | 25945466 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3664973 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7208279 | RevenuesLessExpensesCY |
| Total Assets BOY | 72518617 | TotalAssetsBOY |
| Total Assets EOY | 77846464 | TotalAssetsEOY |
| Total Liabilities BOY | 27986993 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 27936678 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 44531624 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 49909786 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WINDWARD IS A COEDUCATIONAL,INDEPENDENT DAY SCHOOL DEDICATED TO PROVIDING AN EXCELLENT INSTRUCTIONAL PROGRAM FOR CHILDREN WITH LANGUAGE-BASED LEARNING DISABILITIES. THE MULTISENSORY CURRICULUM IS DESIGNED FOR STUDENTS OF AVERAGE TO SUPERIOR INTELLIGENCE WHO CAN BENEFIT FROM THE UNIQUE EDUCATIONAL EXPERIENCE PROVIDED. THROUGH DIRECT INSTRUCTION IN SMALL CLASS SETTINGS,A TRAINED STAFF ASSISTS STUDENTS TO IMPROVE THEIR LANGUAGE SKILLS.ACADEMIC SUCCESS,COMBINED WITH OPPORTUNITIES FOR SOCIAL AND EMOTIONAL GROWTH WITHIN AN INTENTIONALLY DIVERSE AND INCLUSIVE SETTING,ENABLES STUDENTS TO UNDERSTAND THEIR LEARNING STYLES,BUILD CONFIDENCE AND DEVELOP SELF-ADVOCACY SKILLS.WINWARD IS COMMITTED TO HELPING STUDENTS ACHIEVE THEIR FULL POTENTIAL IN PREPARATION FOR A SUCCESSFUL RETURN TO MAINSTREAM EDUCATIONAL ENVIRONMENT. TO MEET THESE GOALS,THE SCHOOL PROVIDES ONGOING TRAINING TO ITS FACULTY BASED ON THE MOST CURRENT RESEARCH,AND ALSO SHARES ITS EXPERTISE WITH THE PARENT BODY AND OTHER EDUCATORS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 21418200 | Expense |
| Grants | 2523575 | Grants |
| Revenue | 25124384 | Revenue |
| Description | EDUCATION- MORE THAN 500 LEARNING DISABLED STUDENTS WERE SERVED DURING THE SCHOOL YEAR. APPROXIMATELY 20% OF THE STUDENT BODY IS REMEDIATED EACH YEAR AND RETURN TO MAINSTREAM EDUCATIONAL SETTINGS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 463768 | Expense |
| Revenue | 210733 | Revenue |
| Description | TTI- APPROXIMATELY 1000 TEACHERS AND PARENTS FROM THE NY STATE METROPOLITIAN AREA ATTEND COURSES, LECTURES AND CONFERENCES IN WINDWARD'S TEACHER TRAINING INSTITUTE. SOME STUDENTS RECEIVE IMSLEC CERTIFICATION THROUGH THE INSTITUTE OR RECEIVE GRADUATE CREDIT THROUGH MANHATTANVILLE COLLEGE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 21881968 | 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 | 1 | 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 | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | 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 | 0 | TaxExemptBonds |
| 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 263 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | 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 | 0 | 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 |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN LITTELL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9149496968 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 WINDWARD AVE | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10605 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DEVON S FREDERICKS | |||||||
| PRESIDENT | 4.00 | X | X | 0 | 0 | 0 | |
| THOMAS E FLANAGAN | |||||||
| FIRST VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | |
| MICHAEL SALZER | |||||||
| SECOND VICE PRESIDENT | 3.00 | X | X | 0 | 0 | 0 | |
| FREDRICK CHAPEY JR | |||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 | |
| SUSAN SALICE | |||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 | |
| ERIC SCHWARTZ | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| STACY KUHN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL S BRUNO JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ADAM SHAPIRO | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ANN SULLIVAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT SWEENEY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ANDREW R FELDMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DR MICHAEL V MCGILL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| AMY JO DOWD | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ELLEN BOWMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| LORI GARBIN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CAROLYN SALZMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARK A ELLMAN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARK GOLDBERG | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ARTHUR A GOSNELL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARGARET M GRACE | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| TIMOTHY M JONES | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| GREGORY KENNEDY | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN RUSSELL | |||||||
| HEAD OF SCHOOL | 40.00 | X | 426617 | 0 | 29500 | ||
| STEPHEN LITTELL | |||||||
| CFO/ASSISTANT HEAD | 40.00 | X | 221470 | 0 | 27396 | ||
| MAUREEN SWEENEY | |||||||
| ASST HEAD/DIR OF ADM | 40.00 | 181733 | 0 | 24202 | X | ||
| BETSY DUFFY | |||||||
| DIR OF LANGUAGE ARTS | 40.00 | 173905 | 0 | 22911 | X | ||
| DAPHNE DADDINO | |||||||
| HEAD OF MS | 40.00 | 157298 | 0 | 26070 | X | ||
| SANDRA SCHWARZ | |||||||
| DIR OF TTI | 40.00 | 198294 | 0 | 18225 | X | ||
| ROBERTA SOLAR | |||||||
| HEAD OF LS | 40.00 | 161609 | 0 | 26847 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1520926 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 175151 | TotalOtherCompensation |
| Number Individuals GT100 K | 21 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MVM CONSTRUCTION LLC | |||||
| 100 OAK STREET | MT VERNON | NY | 10550 | CONSTRUCTION | 3053333 |
| CHARTWELLS DINING SERVICES | |||||
| 91337 COLLECTIONS DRIVE | CHICAGO | IL | 60693 | FOOD SERVICE PROVIDER | 440799 |
| PETER GISOLFI ASSOCIATES | |||||
| 566 WARBURTON AVENUE | HASTINGS ON HUDSON | NY | 10706 | ARCHITECTURE | 213500 |
| BRAND INITIATIVES GROUP | |||||
| 112 EAST 95TH STREET | NEW YORK | NY | 10128 | MARKETING | 155000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Federated Campaigns | 25000 | FederatedCampaigns |
| Fundraising Events | 560246 | FundraisingEvents |
| All Other Contributions | 5538370 | AllOtherContributions |
| Noncash Contributions | 46802 | NoncashContributions |
| Total Contributions | 6123616 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| STUDENT TUITION AND FE | 611600 | 25124384 | 25124384 |
| TEACHER TRAINING INSTI | 611710 | 210733 | 210733 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 25335117 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 169058 | TotalRevenueColumn |
| Exclusion | $169,058 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15000000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13433013 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1566987 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1566987 | TotalRevenueColumn |
| Exclusion | $1,566,987 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 135050 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 560246 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 254283 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -119233 | TotalRevenueColumn |
| Exclusion | -$119,233 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CLUB YEARBOOK INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 24685 | TotalRevenueColumn |
| Exclusion | $24,685 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53515 | TotalRevenueColumn |
| Exclusion | $53,515 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 78200 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33153745 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25335117 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,695,012 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2523575 | Total |
| Program Services | 2523575 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 716275 | Total |
| Program Services | 208381 | ProgramServices |
| Management And General | 416723 | ManagementAndGeneral |
| Fundraising | 91171 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14040005 | Total |
| Program Services | 12138286 | ProgramServices |
| Management And General | 1503740 | ManagementAndGeneral |
| Fundraising | 397979 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1002559 | Total |
| Program Services | 872554 | ProgramServices |
| Management And General | 101121 | ManagementAndGeneral |
| Fundraising | 28884 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1506908 | Total |
| Program Services | 1276471 | ProgramServices |
| Management And General | 181700 | ManagementAndGeneral |
| Fundraising | 48737 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1058936 | Total |
| Program Services | 892679 | ProgramServices |
| Management And General | 132070 | ManagementAndGeneral |
| Fundraising | 34187 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24319 | Total |
| Program Services | 24319 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83548 | Total |
| Management And General | 83548 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30525 | Total |
| Management And General | 30525 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22286 | Total |
| Fundraising | 22286 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 328 | Total |
| Management And General | 328 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138836 | Total |
| Program Services | 138836 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44522 | Total |
| Program Services | 23667 | ProgramServices |
| Management And General | 20431 | ManagementAndGeneral |
| Fundraising | 424 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1363537 | Total |
| Program Services | 941790 | ProgramServices |
| Management And General | 319883 | ManagementAndGeneral |
| Fundraising | 101864 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4278 | Total |
| Management And General | 4278 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 786703 | Total |
| Program Services | 711966 | ProgramServices |
| Management And General | 62936 | ManagementAndGeneral |
| Fundraising | 11801 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4612 | Total |
| Program Services | 4612 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16454 | Total |
| Program Services | 704 | ProgramServices |
| Fundraising | 15750 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 846816 | Total |
| Program Services | 766369 | ProgramServices |
| Management And General | 67745 | ManagementAndGeneral |
| Fundraising | 12702 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1056541 | Total |
| Program Services | 956168 | ProgramServices |
| Management And General | 84524 | ManagementAndGeneral |
| Fundraising | 15849 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88018 | Total |
| Management And General | 88018 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| LIBRARY AND EXTRACURRIC | 329433 | 329433 | ||
| BAD DEBT EXPENSE | 211245 | 31245 | 180000 | |
| AMORTIZATION OF FINANCI | 45207 | 40913 | 678 | 3616 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25945466 | Total |
| Program Services | 21881968 | ProgramServices |
| Management And General | 3101186 | ManagementAndGeneral |
| Fundraising | 962312 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 461506 | BOY |
| EOY | 15866712 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14992832 | BOY |
| EOY | 10278294 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1105500 | BOY |
| EOY | 2628407 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 384583 | BOY |
| EOY | 427997 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229282 | BOY |
| EOY | 283753 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 40491545 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 11953495 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25035507 | BOY |
| EOY | 28538050 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6401232 | BOY |
| EOY | 11379711 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23047314 | BOY |
| EOY | 7627886 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 860861 | BOY |
| EOY | 815654 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72518617 | BOY |
| EOY | 77846464 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 790973 | BOY |
| EOY | 869026 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10170664 | BOY |
| EOY | 10522165 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16810000 | BOY |
| EOY | 16335000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215356 | BOY |
| EOY | 210487 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27986993 | BOY |
| EOY | 27936678 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37582386 | BOY |
| EOY | 39323520 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2555264 | BOY |
| EOY | 5453337 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4393974 | BOY |
| EOY | 5132929 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44531624 | BOY |
| EOY | 49909786 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72518617 | BOY |
| EOY | 77846464 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 7208279 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1830117 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 4850090 | BeginningOfYearBalance |
| Contributions | 738955 | Contributions |
| Investment Earnings Or Losses | -118304 | InvestmentEarningsOrLosses |
| Other Expenditures | 198911 | OtherExpenditures |
| End Of Year Balance | 5271830 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4330270 | BeginningOfYearBalance |
| Contributions | 63704 | Contributions |
| Investment Earnings Or Losses | 671130 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 215014 | GrantsOrScholarships |
| End Of Year Balance | 4850090 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3880810 | BeginningOfYearBalance |
| Contributions | 449460 | Contributions |
| Investment Earnings Or Losses | 283547 | InvestmentEarningsOrLosses |
| Other Expenditures | -267620 | OtherExpenditures |
| Administrative Expenses | -15927 | AdministrativeExpenses |
| End Of Year Balance | 4330270 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3813500 | BeginningOfYearBalance |
| Contributions | 67310 | Contributions |
| End Of Year Balance | 3880810 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.97370 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02630 | 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 | 1591206 | OtherCostOrOtherBasis |
| Book Value | 1591206 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 35501807 | OtherCostOrOtherBasis |
| Depreciation | 9201455 | Depreciation |
| Book Value | 26300352 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3273326 | OtherCostOrOtherBasis |
| Depreciation | 2694955 | Depreciation |
| Book Value | 578371 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 125206 | OtherCostOrOtherBasis |
| Depreciation | 57085 | Depreciation |
| Book Value | 68121 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 28538050 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIMITED LIABILITY PARTNERSHIP | Description |
| Book Value | 7627886 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 7627886 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INTEREST - BONDS | Description |
| Amount | $210,487 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 210487 | TotalOfAmounts |
| Total Revenue | 33153745 | TotalRevenue |
| Total Expenses | 25945466 | TotalExpenses |
| Excess Or Deficit For Year | 7208279 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1830117 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1830117 | TotalAdjustments |
| Excess Or Deficit Per FS | 5378162 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 28799725 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1830117 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -1830117 | RevenueNotRptdF990 |
| Revenue Subtotal | 30629842 | RevenueSubtotal |
| Investment Expenses Not Included | 328 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 2523575 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2523903 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 33153745 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 23421563 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 23421563 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 328 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 2523575 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2523903 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 25945466 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE SCHOOL'S PERMANENTLY RESTRICTED NET ASSETS CONSIST OF ENDOWMENT FUND ASSETS TO BE HELD IN PERPETUITY. THE INCOME FROM THE ASSETS CAN BE USED TO SUPPORT THE SCHOOL'S GENERAL PURPOSES, SCHOLARSHIPS, STEERS SCHOLARSHIP, GALST SCHOLARSHIP, BALMUTH SCHOLARSHIP, STANBACK SCHOLARSHIP, JCH PROFESSIONAL DEVELOPMENT, FACULTY AND STAFF, AND THE SCHWARTZ LECTURE FUND. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SCHOOL HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING JUNE 30, 2009 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID TO STUDENTS 2,523,575. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID TO STUDENTS 2,523,575. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | 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 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | NONDISCRIMINATION POLICY IS PUBLISHED JOINTLY WITH THE FAIRCHESTER GROUP OF INDEPENDENT SCHOOLS ONCE PER YEAR IN THE NEWSPAPER. IT IS ALSO PUBLISHED REGULARLY IN SCHOOL PUBLICATIONS. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTS & LUNDY INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 WALL STREET | AddressLine1 |
| City | LYNDHURST | City |
| State | NJ | State |
| ZIP Code | 07071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTANT FOR INSTITUTIONAL ADVANCEMENT OFFICE | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 22286 | AmountRetainedByContractor |
| Net To Organization | -22286 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 22286 | TotalRetainedByContractors |
| Total Net To Organization | -22286 | TotalNetToOrganization |
| Licensed States | NY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BENEFIT | NameOfEvent1 |
| Gross Receipts Event1 | 553821 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 451396 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 102425 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 108209 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 75307 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF OUTING | NameOfEvent2 |
| Gross Receipts Event2 | 141475 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 108850 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 32625 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 63755 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 7012 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 695296 | GrossReceiptsTotal |
| Charitable Contributions Total | 560246 | CharitableContributionsTotal |
| Gross Revenue Total Events | 135050 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 171964 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 82319 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 254283 | DirectExpenseSummaryEvents |
| Net Income Summary | -119233 | 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 FOR STUDENTS | TypeOfGrant |
| Number Of Recipients | 96 | NumberOfRecipients |
| Amount Of Cash Grant | 2523575 | AmountOfCashGrant |
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: THE ONLY GRANTS / ASSISTANCE GIVEN BY THE ORGANIZATION ARE FOR FINANCIAL AID TO STUDENTS. ALL GRANTS / ASSISTANCE ARE ISSUED BASED ON FINANCIAL NEED AND ARE PROCESSED, MONITORED AND CONTINUOUSLY REVIEWED BY A FINANCIAL AID COMMITTEE. FINANCIAL AID FOR ONE YEAR IS NOT CARRIED INTO THE NEXT SCHOOL YEAR; AT THE BEGINNING OF EACH NEW SCHOOL YEAR, NEW FINANCIAL AID REQUESTS ARE PROCESSED BY THE FINANCIAL AID COMMITTEE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN RUSSELL | |||||||||||||
| 329963 | 0 | 50000 | 0 | 46654 | 0 | 24500 | 0 | 5000 | 0 | 456117 | 0 | 0 | 0 |
| STEPHEN LITTELL | |||||||||||||
| 205215 | 0 | 15000 | 0 | 1255 | 0 | 20822 | 0 | 6574 | 0 | 248866 | 0 | 0 | 0 |
| MAUREEN SWEENEY | |||||||||||||
| 173606 | 0 | 5000 | 0 | 3127 | 0 | 17628 | 0 | 6574 | 0 | 205935 | 0 | 0 | 0 |
| BETSY DUFFY | |||||||||||||
| 163372 | 0 | 10000 | 0 | 533 | 0 | 16337 | 0 | 6574 | 0 | 196816 | 0 | 0 | 0 |
| DAPHNE DADDINO | |||||||||||||
| 146454 | 0 | 10000 | 0 | 844 | 0 | 15658 | 0 | 10412 | 0 | 183368 | 0 | 0 | 0 |
| SANDRA SCHWARZ | |||||||||||||
| 182245 | 0 | 15000 | 0 | 1049 | 0 | 18225 | 0 | 0 | 0 | 216519 | 0 | 0 | 0 |
| ROBERTA SOLAR | |||||||||||||
| 161018 | 0 | 0 | 0 | 591 | 0 | 16435 | 0 | 10412 | 0 | 188456 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | JOHN RUSSELL, HEAD OF SCHOOL, RECEIVES THE FOLLOWING BENEFITS: TRAVEL FOR COMPANION, SOCIAL CLUB DUES, AND HOUSING ALLOWANCE. TRAVEL FOR COMPANION AND SOCIAL CLUB DUES WERE TREATED AS NONTAXABLE COMPENSATION TO THE RECIPIENT. THE HOUSING ALLOWANCE WAS TREATED AS TAXABLE COMPENSATION TO THE RECIPIENT. |
| PART I, LINE 7 | THE HEADMASTER'S BONUS IS DETERMINED BY THE EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD. ALL OTHER EMPLOYEES BONUSES ARE DETERMINED BY THE HEADMASTER. THEY ARE BASED ON MERIT. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 46802 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | 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 | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE WINDWARD SCHOOL DOES NOT HAVE ANY COMMITTEES THAT ACT INDEPENDENTLY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE 990 IS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY BY EITHER E-MAIL OR HARD COPY - THE 990 IS NOT FILED UNTIL EACH MEMBER A) HAS CONFIRMED THAT THEY HAVE REVIEWED THE 990 AND B) HAS RECEIVED ANSWERS FOR ANY QUESTIONS, IF ANY, THEY MAY HAVE HAD REGARDING ANYTHING CONTAINED IN THE 990. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THERE IS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS REVIEWED AND SIGNED BY EACH TRUSTEE AND OFFICER. TRUSTEES AND OFFICERS WHO HAVE DECLARED OR WHO HAVE BEEN FOUND TO HAVE A CONFLICT OF INTEREST MUST REFRAIN FROM PARTICIPATING IN THE CONSIDERATION OF A PROPOSED TRANSACTION, UNLESS FOR SPECIAL REASONS THE BOARD REQUESTS INFORMATION OR INTERPRETATIONS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | SALARY INCREASES AND/OR BONUSES FOR THE HEAD OF SCHOOL ARE APPROVED BY THE BOARD. SALARY INCREASES AND BONUSES FOR ALL OTHER EMPLOYEES ARE DETERMINED BY THE HEAD OF SCHOOL AT THE END OF THE SCHOOL YEAR BASED ON MERIT. THE LAST REVIEW WAS PERFORMED IN JUNE 2011. | |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS & FOOTNOTES ARE SUBMITTED TO THE EMMA WEBSITE FOR PUBLIC VIEWING - GOVERNING DOCUMENTS & CONFLICT OF INTEREST POLICY ARE NOT SUBMITTED, HOWEVER OTHER GOVERNING DOCUMENTS, POLICIES, ETC. ARE AVAILABLE TO THE PUBLIC UPON REQUEST | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,830,117. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |