HEWITT SCHOOL: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HEWITT SCHOOL (EIN 13-1658789)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-10
- IRS object ID
- 201201319349301070
- Schema version
- 2010v3.7
- 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 | 2012-05-10T10:10:24-04:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | 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 | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131658789 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hewitt School | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEWI | NameControl |
| Phone | 2122881919 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 EAST 75TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kate C Lindsey | Name |
| Title | Director of Finance | Title |
| Date Signed | 2012-01-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129498700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATE C LINDSEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 EAST 75TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 26283782 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HEWITTSCHOOL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1920 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE SCHOOL'S PRIMARY EXEMPT PURPOSE IS TO OFFER A QUALITY EDUCATION TO GIRLS IN GRADES K-12. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 192 | TotalNbrEmployees |
| Total Nbr Volunteers | 15 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1769737 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1531128 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18544109 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18829957 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 119409 | InvestmentIncomePriorYear |
| Investment Income Current Year | 534031 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 38790 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20433255 | TotalRevenuePriorYear |
| Total Revenue Current Year | 20933906 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2664968 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2642760 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12948914 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12795462 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 732492 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4475199 | OtherExpensePriorYear |
| Other Expenses Current Year | 4958212 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20089081 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20396434 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 344174 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 537472 | RevenuesLessExpensesCY |
| Total Assets BOY | 41457617 | TotalAssetsBOY |
| Total Assets EOY | 43186853 | TotalAssetsEOY |
| Total Liabilities BOY | 20011221 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20681539 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 21446396 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 22505314 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE SCHOOL'S PRIMARY EXEMPT PURPOSE IS TO OFFER 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 | 15005548 | Expense |
| Grants | 2642760 | Grants |
| Revenue | 18829957 | Revenue |
| Description | THE HEWITT SCHOOL MEETS THE EDUCATIONAL NEEDS OF APPROXIMATELY 500 GIRLS IN KINDERGARTEN THROUGH THE 12TH GRADE BY PROVIDING AN EDUCATIONAL CURRICULUM AND AFTER SCHOOL PROGRAMS. GRANTS ARE AWARDED BY THE SCHOOL IN THE FORM OF SCHOLARSHIPS TO ELIGIBLE STUDENTS. | Description |
| Total Program Service Expense | 15005548 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| 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 | false | 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 | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | 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 | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 38 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 192 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| 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 | 22 | 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 | KATE LINDSEY | NamePerson |
| Telephone Number | 2122881919 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 EAST 75TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10021 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (32 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 |
|---|---|---|---|---|---|---|---|---|---|
| WENDY LIFF FLYNN | |||||||||
| CHAIR | 1.0 | X | X | 0 | 0 | 0 | |||
| COLIN KNUDSEN | |||||||||
| VICE CHAIR | 1.0 | X | X | 0 | 0 | 0 | |||
| ANNE MEYER | |||||||||
| SECRETARY | 1.0 | X | X | 0 | 0 | 0 | |||
| JUAN SABATER | |||||||||
| TREASURER | 1.0 | X | X | 0 | 0 | 0 | |||
| MARJORY APPEL | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JOHN CATSIMATIDIS | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| LOUIS DUBIN | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JAMES GORTON | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| LAURIE GRUHN | |||||||||
| trustee | 1.0 | X | 0 | 0 | 0 | ||||
| MARK JACOBSON | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| KENNETH LANDIS | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ROBERT LAUDER | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| WENDY LEVEY | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| VALERIE MOGUL | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| DAVID PEARSON | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| J MATTHEW PHILO | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ANN MALONEY ROSS | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| ARUNA SENEVIRATNE | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| DIANE SPILKER | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| JOAN Z LONERGAN | |||||||||
| HEAD OF SCHOOL (CURRENT) | 40.0 | X | X | 245096 | 0 | 124282 | |||
| Pam Bowman | |||||||||
| TRUSTEE/PA President | 1.0 | X | 0 | 0 | 0 | ||||
| marissa tracey | |||||||||
| TRUSTEE/ALUMNAE PRESIDENT | 1.0 | X | 0 | 0 | 0 | ||||
| ROSAMARIA STAFFORD | |||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | ||||
| KATE C LINDSEY | |||||||||
| DIRECTOR OF FINANCE | 40.0 | X | 228176 | 0 | 18630 | ||||
| NANCY SANFORD | |||||||||
| DIRECTOR OF DEVELOPMENT | 40.0 | 159249 | 0 | 18234 | X | ||||
| MARTHA HIRSCHMAN | |||||||||
| ASSISTANT HEAD OF SCHOOL | 40.0 | 155379 | 0 | 21341 | X | ||||
| JUSTINE HOFFMAN | |||||||||
| HEAD OF MIDDLE SCHOOL | 40.0 | 143944 | 0 | 20176 | X | ||||
| SHEREEN BEYDOUN | |||||||||
| HEAD OF LOWER SCHOOL | 40.0 | 123940 | 0 | 23375 | X | ||||
| LOUIS ULIANO | |||||||||
| DIRECTOR COMMUNITY RELATIONS | 40.0 | 113024 | 0 | 9762 | X | ||||
| ARVIND GROVER | |||||||||
| DIRECTOR OF TECHNOLOGY | 40.0 | 111736 | 0 | 18686 | X | ||||
| CAROLE DERR | |||||||||
| LOWER SCHOOL TEACHER | 40.0 | 110250 | 0 | 9738 | X | ||||
| LINDA MACMURRAY GIBBS | |||||||||
| HEAD OF SCHOOL (FORMER) | 0.0 | 528952 | 0 | 39016 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1919746 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 303240 | TotalOtherCompensation |
| Number Individuals GT100 K | 19 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SAGE DINING SERVICES | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 BOSLEY AVE SUITE B-7 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | FOOD SERVICE | DescriptionOfServices |
| Compensation | 592045 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 279025 | FundraisingEvents |
| Government Grants | 142618 | GovernmentGrants |
| All Other Contributions | 1109485 | AllOtherContributions |
| Noncash Contributions | 75950 | NoncashContributions |
| Total Contributions | 1531128 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 18369382 | 18369382 |
| AFTER SCHOOL PROGRAMS | 611710 | 460575 | 460575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18829957 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 201313 | TotalRevenueColumn |
| Exclusion | $201,313 | 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 Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5579928 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5247210 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 332718 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 332718 | TotalRevenueColumn |
| Exclusion | $332,718 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 102666 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 279025 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 102666 | 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 |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Total Revenue Column | 38790 | TotalRevenueColumn |
| Exclusion | $38,790 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 38790 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20933906 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18829957 | RelatedOrExemptFunctionIncome |
| Exclusion | $572,821 | 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 | 2642760 | Total |
| Program Services | 2642760 | 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 | 632521 | Total |
| Program Services | 316261 | ProgramServices |
| Management And General | 271984 | ManagementAndGeneral |
| Fundraising | 44276 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 528952 | Total |
| Program Services | 264476 | ProgramServices |
| Management And General | 227449 | ManagementAndGeneral |
| Fundraising | 37027 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9026741 | Total |
| Program Services | 6135036 | ProgramServices |
| Management And General | 2479133 | ManagementAndGeneral |
| Fundraising | 412572 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 853499 | Total |
| Program Services | 525220 | ProgramServices |
| Management And General | 280679 | ManagementAndGeneral |
| Fundraising | 47600 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 915741 | Total |
| Program Services | 750027 | ProgramServices |
| Management And General | 141685 | ManagementAndGeneral |
| Fundraising | 24029 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 838008 | Total |
| Program Services | 586118 | ProgramServices |
| Management And General | 215366 | ManagementAndGeneral |
| Fundraising | 36524 | 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 | 95278 | Total |
| Management And General | 95278 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64300 | Total |
| Management And General | 64300 | 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 | 80039 | Total |
| Management And General | 80039 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90938 | Total |
| Program Services | 63657 | ProgramServices |
| Management And General | 22734 | ManagementAndGeneral |
| Fundraising | 4547 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22652 | Total |
| Management And General | 11326 | ManagementAndGeneral |
| Fundraising | 11326 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250176 | Total |
| Program Services | 175123 | ProgramServices |
| Management And General | 62544 | ManagementAndGeneral |
| Fundraising | 12509 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75508 | Total |
| Program Services | 52856 | ProgramServices |
| Management And General | 18877 | ManagementAndGeneral |
| Fundraising | 3775 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 550191 | Total |
| Program Services | 385134 | ProgramServices |
| Management And General | 137547 | ManagementAndGeneral |
| Fundraising | 27510 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43581 | Total |
| Program Services | 30507 | ProgramServices |
| Management And General | 10895 | ManagementAndGeneral |
| Fundraising | 2179 | 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 | 86479 | Total |
| Program Services | 64859 | ProgramServices |
| Management And General | 17296 | ManagementAndGeneral |
| Fundraising | 4324 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 393233 | Total |
| Program Services | 275263 | ProgramServices |
| Management And General | 98308 | ManagementAndGeneral |
| Fundraising | 19662 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 845773 | Total |
| Program Services | 634330 | ProgramServices |
| Management And General | 211443 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111503 | Total |
| Program Services | 78790 | ProgramServices |
| Management And General | 27261 | ManagementAndGeneral |
| Fundraising | 5452 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| ATHLETICS | 222642 | 222642 | |
| FOOD SERVICE | 665573 | 627652 | 37921 |
| BOOKS & INSTRUCTIONAL SUPPLIES | 347096 | 347096 | |
| STUDENT SUPPORT SERVICES | 308335 | 308335 | |
| STUDENT TRANSPORTATION | 109679 | 109679 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 595236 | Total |
| Program Services | 409727 | ProgramServices |
| Management And General | 146329 | ManagementAndGeneral |
| Fundraising | 39180 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20396434 | Total |
| Program Services | 15005548 | ProgramServices |
| Management And General | 4658394 | ManagementAndGeneral |
| Fundraising | 732492 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156817 | BOY |
| EOY | 201760 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6250871 | BOY |
| EOY | 7758735 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8650 | BOY |
| EOY | 12250 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35005 | BOY |
| EOY | 987 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 731771 | BOY |
| EOY | 520467 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 31756675 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9154550 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23277060 | BOY |
| EOY | 22602125 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9842314 | BOY |
| EOY | 9695321 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 369448 | BOY |
| EOY | 432389 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 785681 | BOY |
| EOY | 1962819 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41457617 | BOY |
| EOY | 43186853 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1607315 | BOY |
| EOY | 1611117 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6326521 | BOY |
| EOY | 7274633 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11695000 | BOY |
| EOY | 11450000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 382385 | BOY |
| EOY | 345789 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20011221 | BOY |
| EOY | 20681539 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20932007 | BOY |
| EOY | 22033260 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166893 | BOY |
| EOY | 124558 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 347496 | BOY |
| EOY | 347496 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21446396 | BOY |
| EOY | 22505314 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41457617 | BOY |
| EOY | 43186853 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 537472 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 521446 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 347496 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 2088 | InvestmentEarningsOrLosses |
| Other Expenditures | 2088 | OtherExpenditures |
| End Of Year Balance | 347496 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 347496 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 11444 | InvestmentEarningsOrLosses |
| Other Expenditures | 11444 | OtherExpenditures |
| End Of Year Balance | 347496 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 322496 | BeginningOfYearBalance |
| Contributions | 25000 | Contributions |
| End Of Year Balance | 347496 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| 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 | 2302258 | OtherCostOrOtherBasis |
| Book Value | 2302258 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26907707 | OtherCostOrOtherBasis |
| Depreciation | 6893238 | Depreciation |
| Book Value | 20014469 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2546710 | OtherCostOrOtherBasis |
| Depreciation | 2261312 | Depreciation |
| Book Value | 285398 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 22602125 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST-RATE-SWAP AGREEMENTS | Description |
| Amount | $345,789 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 345789 | TotalOfAmounts |
| Total Revenue | 20933906 | TotalRevenue |
| Total Expenses | 20396434 | TotalExpenses |
| Excess Or Deficit For Year | 537472 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 484850 | NetUnrealizedGLOnInvestments |
| Other | $36,596 | OtherAmount |
| Total Adjustments | 521446 | TotalAdjustments |
| Excess Or Deficit Per FS | 1058918 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 18732553 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 484850 | NetUnrealizedGainsInvestments |
| Other Revenues | 36596 | OtherRevenues |
| Revenue Not Rptd F990 | 521446 | RevenueNotRptdF990 |
| Revenue Subtotal | 18211107 | RevenueSubtotal |
| Investment Expenses Not Included | 80039 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 2642760 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2722799 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 20933906 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17673635 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 17673635 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 80039 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 2642760 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2722799 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 20396434 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES OF THE SCHOOL'S ENDOWMENT FUNDS | FORM 990, SCHEDULE D, PART V, LINE 4 | THE SCHOOL'S ENDOWMENT CONSISTS OF INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF RESTRICTED PURPOSES AS DESIGNATED BY INDIVIDUAL DONORS. THE PURPOSES OF THESE FUNDS PRIMARILY INCLUDE SCHOLARSHIPS, FACULTY SUPPORT, AND FACILITY MAINTENANCE, AND THE EARNINGS ARE USED ANNUALLY FOR THESE PURPOSES. |
| OTHER ADJUSTMENTS TO NET ASSETS AND REVENUE | FORM 990, SCHEDULE D, PART XI - LINE 8 AND PART XII - LINE 2D | CHANGE IN FAIR VALUE OF INTEREST-RATE-SWAP AGREEMENTS - $36,596 |
| OTHER ADJUSTMENTS TO TO REVENUE AND EXPENSES | FORM 990, SCHEDULE D, PART XII LINE 4B AND PART XIII LINE 4B | SCH D, PART XII LINE 1 - $2,642,760 FINANCIAL AID REPORTED NET OF REVENUE ON THE FINANCIAL STATEMENTS |
| FIN 48 FOOTNOTE | FORM 990, SCHEDULE D, PART X, LINE 2 | INCOME TAXES: THE SCHOOL IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARDS' ACCOUNTING STANDARDS CODIFICATION ("ASC") 740-10-05 RELATING TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. BECUASE OF THE SCHOOL'S GENERAL TAX-EXEMPT STATUS, ASC 740-10-05 HAS NOT HAD, AND IS NOT EXPECTED TO HAVE, A MATERIAL IMPACT ON ITS FINANCIAL STATEMENTS. |
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 | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| LINE 3 | RACIALLY NONDISCRIMINATORY POLICY | THE SCHOOL ANNUALLY PUBLISHES ITS NONDISCRIMINATION POLICY IN VARIOUS SCHOOL PUBLICATIONS AND ITS WEBSITE IN ACCORDANCE WITH THE GUIDELINES PUBLISHED BY THE INDEPENDENT SCHOOLS ADMISSIONS ASSOCIATION OF GREATER NEW YORK. |
| LINE 6A | FINANCIAL AID | THE SCHOOL RECEIVES FUNDING FROM THE NEW YORK STATE DEPARTMENT OF EDUCATION FOR MANDATED SERVICES, SPECIFICALLY FOR ITS DAILY ATTENDANCE REPORTING. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SYMPOSIUM | NameOfEvent1 |
| Gross Receipts Event1 | 381691 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 279025 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 102666 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 102666 | RentFacilityCostsEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 381691 | GrossReceiptsTotal |
| Charitable Contributions Total | 279025 | CharitableContributionsTotal |
| Gross Revenue Total Events | 102666 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 102666 | RentFacilityCostsTotalEvents |
| Direct Expense Summary Events | 102666 | 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 | 91 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 2642760 | 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 | PROCESS FOR MONITORING THE USE OF GRANT FUNDS IN THE US: | Identifier |
| Explanation | SCHOLARSHIPS ARE PROVIDED TO ELIGIBLE STUDENTS IN THE FORM OF TUITION REDUCTIONS AND IS AWARDED BASED ON DEMONSTRATED NEED. RELEVANT INFORMATION IS RETAINED IN EACH STUDENT RECIPIENT'S TUITION FILE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| 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 | true | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LINDA MACMURRAY GIBBS | |||||||||||||
| 177452 | 0 | 0 | 0 | 351500 | 0 | 19600 | 0 | 19416 | 0 | 567968 | 0 | 110000 | 0 |
| JOAN Z LONERGAN | |||||||||||||
| 195096 | 0 | 0 | 0 | 50000 | 0 | 109308 | 0 | 14974 | 0 | 369378 | 0 | 0 | 0 |
| KATE C LINDSEY | |||||||||||||
| 228176 | 0 | 0 | 0 | 0 | 0 | 18630 | 0 | 0 | 0 | 246806 | 0 | 0 | 0 |
| NANCY SANFORD | |||||||||||||
| 159249 | 0 | 0 | 0 | 0 | 0 | 13224 | 0 | 5010 | 0 | 177483 | 0 | 0 | 0 |
| MARTHA HIRSCHMAN | |||||||||||||
| 155379 | 0 | 0 | 0 | 0 | 0 | 12750 | 0 | 8591 | 0 | 176720 | 0 | 0 | 0 |
| JUSTINE HOFFMAN | |||||||||||||
| 143944 | 0 | 0 | 0 | 0 | 0 | 11624 | 0 | 8552 | 0 | 164120 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | FORM 990, SCHEDULE J, PART II, LINE 1, BOX b(III) | ReturnReference |
| Explanation | THE FORMER HEAD OF SCHOOL, LINDA M. GIBBS, RETIRED FROM THE SCHOOL EFFECTIVE JUNE 30, 2010. IN HONOR OF HER PAST SERVICE TO THE SCHOOL, THE BOARD OF TRUSTEES PROVIDED MS. GIBBS WITH ONE YEARS' SALARY, WHICH IS A COMPONENT OF THE AMOUNT REPORTED ON SCHEDULE J, PART II, LINE 1, BOX B(III). | 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 | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 75950 | 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 (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 8868 | THE SCHOOL'S APPLICATIONS FOR EXTENSIONS OF TIME TO FILE FOR AN EXEMPT ORGANIZATION, FORMS 8868, WERE PAPER FILED. | |
| OUTSTANDING TAX-EXEMPT BOND ISSUANCE | THE SCHOOL BORROWED $12,750,000 FOR FACILITY RENOVATIONS THROUGH THE ISSUANCE OF CIVIC FACILITY REVENUE BONDS, DATED OCTOBER 24, 2002. THE ISSUANCE DATE OF THE BONDS (I.E. PRIOR TO DECEMBER 31, 2002), ELIMINATES THE SCHOOL'S NEED TO COMPLETE SCHEDULE K - "SUPPLEMENTAL INFORMATION ON TAX-EXEMPT BONDS." | FORM 990, PART IV, LINE 24A |
| REVIEW OF FORM 990 | MANAGMENT OF THE SCHOOL REVIEWS THE DRAFT FORM 990. UPON ITS SATISFACTION, THE GOVERNING BODY HAS DESIGNATED ITS AUDIT COMMITTEE WITH THE RESPONSIBLITY OF REVIEWING THE FORM 990 AND REPORTING ITS REVIEW TO THE FULL BOARD. THE APPROVED DRAFT FORM 990 IS DISTRIBUTED TO THE FULL BOARD OF TRUSTEES PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. | FORM 990, PART VI, SECTION B, LINE 11A |
| MONITORING OF CONFLICT OF INTEREST POLICY | EACH MEMBER OF THE BOARD OF TRUSTEES IS REQUIRED TO REVIEW AND SIGN AN ACKNOWLEDGEMENT OF COMPLIANCE WITH THE SCHOOL'S CONFLICT OF INTEREST POLICY AND REPORT ANY POTENTIAL CONFLICTS ON AN ANNUAL BASIS. | FORM 990, PART VI, SECTION B, LINE 12C |
| DETERMINATION OF THE COMPENSATION OF KEY EMPLOYEES | THE HEAD OF SCHOOL'S COMPENSATION IS OUTLINED UNDER AN EMPLOYMENT AGREEMENT. SEE SCHEDULE J FOR ADDITIONAL PROCEDURES AND DISCLOSURES REGARDING THIS AGREEMENT. TRADITIONALLY, THE COMPENSATION OF OTHER KEY EMPLOYEES IS DETERMINED BY USING DATA FROM CONSULTING FIRMS, THE GUILD OF INDEPENDENT SCHOOLS AND THE FORM 990 OF OTHER SIMILAR ORGANIZATIONS. | FORM 990, PART VI, SECTION B, LINE 15A-B |
| AVAILABILITY OF GOVERNING DOCUMENTS | THE SCHOOL'S FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 |
| RECONCILIATION OF NET ASSETS | OTHER CHANGES IN NET ASSETS REPRESENTS $484,850 IN UNREALZED GAINS AND $36,596 IN GAIN ON INTEREST-RATE-SWAP AGREEMENTS, FOR A TOTAL OF $521,446. | FORM 990, PART XI, LINE 5 |