2012-11-27T13:21:23-06:00 2012-06-30 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990 2011-07-01 210639868 THE HUN SCHOOL OF PRINCETON HUNS 6099217600 176 EDGERSTOUNE ROAD PRINCETON NJ 08540 RICHARD FLECK 6099217600 2012-11-27 1 MARGUERITE L MOUNT CPA P00039224 6096899700 2011 2016-02-24 21:20:13Z RICHARD FLECK 176 EDGERSTOUNE ROAD PRINCETON NJ 08540 46113818 0 X WWW.HUNSCHOOL.ORG X 1943 NJ THE HUN SCHOOL OF PRINCETON IS DEDICATED TO PROVIDING A STRONG COLLEGE PREPATORY PROGRAM LEADING TO INFORMED COLLEGE CHOICES. THE FACULTY AND CURRICULUM ARE RESPONSIVE TO INDIVIDUAL LEARNING STYLES AND INTERESTS. THE TOTAL PROGRAM IS COMMITTED TO THE DEVELOPMENT OF SOLID SCHOLARSHIP AND SOUND CHARACTER IN AN ENVIRONMENT DEDICATED TO TIMELESS VALUES; HONOR, SERVICE, PERSERVERANCE, RESPONSIBILITY, COMPASSION, RESPECT AND LEADERSHIP. 30 28 270 900 0 0 1660758 5400277 22100735 23612961 1822847 553631 496253 322200 26080593 29889069 3533746 3777327 0 0 13990711 14373599 0 0 1104110 8284127 7921664 25808584 26072590 272009 3816479 47801973 50753621 25201450 25743035 22600523 25010586 X THE HUN SCHOOL OF PRINCETON IS DEDICATED TO PROVIDING A STRONG COLLEGE PREPATORY PROGRAM LEADING TO INFORMED COLLEGE CHOICES. THE FACULTY AND CURRICULUM ARE RESPONSIVE TO INDIVIDUAL LEARNING STYLES AND INTERESTS. THE TOTAL PROGRAM IS COMMITTED TO THE DEVELOPMENT OF SOLID SCHOLARSHIP AND SOUND CHARACTER IN AN ENVIRONMENT DEDICATED TO TIMELESS VALUES; HONOR, SERVICE, PERSERVERANCE, RESPONSIBILITY, COMPASSION, RESPECT AND LEADERSHIP. 0 0 21078347 23848113 COLLEGE - PREPARATORY SECONDARY EDUCATION (GRADES 6-12) CONSTITUTES THE ONLY PROGRAM SERVICE OF THE SCHOOL. 21078347 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 114 0 1 270 1 0 0 0 0 0 1 1 0 0 0 0 X 30 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X STEFANIE CONNELL 6099217600 176 EDGERSTOUNE ROAD PRINCETON NJ 08540 X JONATHAN G BROUGHAM 40.00 X X 207775 0 142332 KEVIN TYLUS 1.00 X X 0 0 0 RICHARD GOLDMAN ESQ 1.00 X X 0 0 0 ERIC ROSENBLUM 1.00 X X 0 0 0 LESLIE FLORIO 1.00 X X 0 0 0 LAURA LEAPER SNOOK 1.00 X X 0 0 0 PETER E BLACK 1.00 X 0 0 0 LYNN M BREEN 1.00 X 0 0 0 JANET DILLIONE 1.00 X 0 0 0 THOMAS GALLAGHER 1.00 X 0 0 0 EMILY R GOLDMAN 1.00 X 0 0 0 MICHAEL GUADAGNO 1.00 X 0 0 0 SHEILAGH MESCAL GUNSTENSEN 1.00 X 0 0 0 THOMAS HORWICH 1.00 X 0 0 0 KAREN ELLIOT HOUSE 1.00 X 0 0 0 HUGH HURLEY 1.00 X 0 0 0 JOHN Y KEFFER 1.00 X 0 0 0 SCOTT LANDIS 1.00 X 0 0 0 ALFRED W LEACH II 1.00 X 0 0 0 EDWIN H LLOYD 1.00 X 0 0 0 SHERYL PUNIA 1.00 X 0 0 0 DR MORDECHAI ROZANSKI 1.00 X 0 0 0 BETSY SANDS 1.00 X 0 0 0 NICHOLAS SCOZZARI 1.00 X 0 0 0 KENNETH B STODDARD 1.00 X 0 0 0 JONATHAN STONE 1.00 X 0 0 0 BARRY SUSSMAN 1.00 X 0 0 0 THOMAS J VALERI JR 1.00 X 0 0 0 ORIN S WILF 1.00 X 0 0 0 KENNETH A BERLIN 1.00 X 0 0 0 MICHAEL J CHAYKOWSKI 40.00 X 115807 0 64540 RICHARD FLECK 40.00 X 173913 0 62880 ANDY HAMLIN 40.00 X 170330 0 28640 KAY KIEFER 40.00 X 127529 0 41246 WILLIAM MCQUADE 40.00 X 140281 0 43083 STEVE BRISTOL 40.00 X 119263 0 73568 1054898 0 456289 7 0 1 0 THE BRICKMAN GROUP LLC 3630 SOLUTIONS CENTER CHICAGO IL 60677 LANDSCAPING 288209 H2L2 ARCHITECTSPLANNERS LLC 714 MARKET STREET SUITE 600 PHILADELPHIA PA 19106 ARCHITECT/DESIGN 203221 DOROTHEA GANOP SEASONED TRAVEL 4 BRICK YARD TRAVEL CRANBURY NJ 08512 TRAVEL AGENCY 170872 DRINKER BIDDLE & REATH LLP 105 COLLEGE ROAD EAST SUITE 300 P PRINCETON NJ 08542 LEGAL 136485 4 157594 5242683 80786 5400277 TUITION 900099 22745027 22745027 SUMMER TUITION 900099 729975 729975 STUDENT FEES 900099 137959 137959 23612961 459082 459082 139031 34740 104291 104291 104291 15834165 15739616 94549 94549 94549 83965 157594 86048 -2083 -2083 453476 364345 89131 89131 MISCELLANEOUS INCOME 900099 130861 130861 130861 29889069 23848113 0 640679 3777327 3777327 556900 279765 245124 32011 9965452 7595475 1824465 545512 664461 507439 120679 36343 2397681 1830938 437286 129457 789105 593417 152536 43152 47310 47310 74312 74312 222148 166395 31902 23851 96329 96329 835604 626788 184069 24747 507830 507830 51048 20929 6852 23267 62294 48258 8547 5489 675483 506612 168871 1769661 1516774 252887 169307 150772 18535 BUILDING CARE AND MAINT 1110581 917078 144140 49363 MISCELLANEOUS 660690 381460 172619 106611 FOOD SERVICE 598444 598444 COMPUTER SERVICES 251025 153675 97350 789598 681020 24271 84307 26072590 21078347 3890133 1104110 15071 5212 3072279 3521615 694113 3700497 404171 486505 167801 126900 628316 713386 47142506 20948362 27344858 26194144 14922287 14746287 553077 1259075 47801973 50753621 2263282 1651437 3501578 3823220 14844355 14355484 4592235 5912894 25201450 25743035 X 15463358 14346309 20000 3572146 7117165 7092131 22600523 25010586 47801973 50753621 X 3816479 -1406416 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11339639 145716 254901 92373 11647883 10055746 211989 1186105 114201 11339639 8988099 468498 692566 93417 10055746 11803262 273259 -2990141 98281 8988099 0.39110 0.60890 0 0 23749 23749 41952919 16998648 24954271 4754716 3863241 891475 411122 86473 324649 26194144 INVESTMENTS 14746287 F 14746287 STUDENT DEPOSITS 801545 ACCRUED POST RETIREMENT BENEFITS 2343379 INTEREST RATE SWAP 2767970 5912894 29889069 26072590 3816479 -235358 -1171058 -1406416 2410063 26449060 -235358 -3292194 -3527552 29976612 -87543 -87543 29889069 24038997 1743734 1743734 22295263 3777327 3777327 26072590 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: AS DESIGNATED BY THE DONOR FOR PERMANENTLY RESTRICTED; AND AS DESIGNATED BY THE BOARD FOR BOARD RESTRICTED DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MANAGEMENT HAS EVALUATED THE SCHOOL'S TAX POSITIONS FOR UNCERTAINTIES WITH RESPECT TO THE FINANCIAL STATEMENTS AS OF AND FOR THE YEAR ENDED JUNE 30, 2012, AND HAS DETERMINED THAT THERE IS NO LIABILITY FOR UNCERTAIN TAX POSITIONS AT JUNE 30, 2012. WITH FEW EXCEPTIONS, THE SCHOOL IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL AUTHORITIES FOR YEARS BEFORE JUNE 30, 2009. PART XI, LINE 8 - OTHER ADJUSTMENTS: NET DEPRECIATION IN FAIR VALUE OF INTEREST RATE SWAP -1,171,058. PART XII, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -3,777,327. SPECIAL EVENTS EXPENSES 86,048. COST OF GOODS SOLD 364,345. RENTAL EXPENSE 34,740. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTERFUND INTEREST -87,543. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 86,048. COST OF GOODS SOLD 364,345. NET DEPRECIATION IN FAIR VALUE OF INTEREST RATE SWAP 1,171,058. INTERFUND INTEREST 87,543. RENTAL EXPENSE 34,740. PART XIII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,777,327. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 THE POLICY IS INCLUDED IN BROCHURES, CATALOGUES AND WRITTEN COMMUNICATIONS DEALING WITH STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS. IN CONJUNCTION WITH NEW JERSEY ASSOCIATION OF INDEPENDENT SCHOOLS AND THE ASSOCIATION OF DELAWARE VALLEY INDEPENDENT SCHOOLS, WE PLACE ADS STATING OUR NONDISCRIMINATORY POLICY IN AREA NEWSPAPERS. WE HAVE PLACED ADS IN THE STAR LEDGER, THE PHILADELPHIA INQUIRER AND THE PHILADELPHIA DAILY NEWS. FALL GALA 140402 108304 32098 45106 GOLF & TENNIS OUTING 100657 49290 51367 30117 1 500 500 10825 241559 157594 83965 86048 86048 -2083 1 FINANCIAL AID AND TUITION REMISSION 155 3777327 FMV FINANCIAL AID IS A REDUCTION OF STUDENT TUITION PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE SCHOOL ESTABLISHED A COMMITTEE TO REVIEW APPLICATIONS AND AWARD FINANCIAL AID BASED ON NEED. X X 1 1 X X 0 0 0 0 0 0 0 0 0 JONATHAN G BROUGHAM 207775 0 0 0 0 0 15583 0 126749 0 350107 0 0 0 MICHAEL J CHAYKOWSKI 115807 0 0 0 0 0 0 0 64540 0 180347 0 0 0 RICHARD FLECK 173913 0 0 0 0 0 13043 0 49837 0 236793 0 0 0 ANDY HAMLIN 170330 0 0 0 0 0 12775 0 15865 0 198970 0 0 0 KAY KIEFER 127529 0 0 0 0 0 15303 0 25943 0 168775 0 0 0 WILLIAM MCQUADE 140281 0 0 0 0 0 16834 0 26249 0 183364 0 0 0 STEVE BRISTOL 119263 0 0 0 0 0 8945 0 64623 0 192831 0 0 0 PART I, LINE 1A THE HEADMASTER IS REQUIRED TO LIVE ON SCHOOL GROUNDS. NEW JERSEY ECONOMIC DEVELOPMENT AUTHORITY 222045817 645916W45 2004-11-15 16745000 CONSTRUCTION OF PREMISES 0 0 0 21944562 220763 69374 16745000 2007 0 0 1 1 0 0 0 0 1 0 1 1 PNC BANK 23.000000000000 0 0 0 0 0 HUN SCHOOL OF PRINCETON STUDENT DAUGHTER OF A CONTRIBUTOR TO THE SCHOOL 32150 RECEIVED A MERIT SCHOLARSHIP BASED ON ACADEMIC MERIT, NOT FINANICAL NEED. X 3 44311 FMV ON DATE OF DONATION X SILENT AUCTION ITEMS 217 80786 FMV OF DONATED ITEM 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION WAS PROVIDED A COPY OF THE FORM 990 FOR REVIEW AND COMMENT PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MEMBERS REVIEW THE SCHOOL'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE HEADMASTER RECEIVES AN ANNUAL REVIEW BY THE BOARD OF TRUSTEES FOR PERFORMANCE THROUGHOUT THE FISCAL YEAR. THE HEADMASTER HAS A 3 YEAR CONTRACT THAT OUTLINES POTENTIAL SALARY INCREASES AND THE BOARD WILL DETERMINE IF AN INCREASE IS APPROPRIATE BASED ON THEIR REVIEW. OTHER OFFICERS AND KEY EMPLOYEES RECEIVE ANNUAL REVIEWS BY THE HEADMASTER. THE BOARD WILL REVIEW THE HEADMASTER'S REVIEW AND RECOMMENDATION OF OTHER OFFICERS AND KEY EMPLOYEES AND THEY WILL DETERMINE THE APPROPRIATE COMPENSATION ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE UPON REQUEST TO THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL OF THEIR GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. BOARD MEMBER IS ALSO A FACULTY LIASION FORM 990, PART VII, SECTION A JONATHAN STONE IS THE FACULTY LIAISON TO THE BOARD AND DOES NOT RECEIVE COMPENSATION IN HIS CAPACITY AS A BOARD MEMBER; HOWEVER MR. STONE RECEIVES COMPENSATION EQUIVALENT WITH OTHER FACULTY MEMBERS OF THE SAME SCALE. ACCORDINGLY, COMPENSATION INFORMATION IS AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -235,358. NET DEPRECIATION IN FAIR VALUE OF INTEREST RATE SWAP -1,171,058. TOTAL TO FORM 990, PART XI, LINE 5: -1,406,416. PART XII, LINE 2C THE ORGANIZATION HAS A FINANCE COMMITTEE THAT REVIEW THE AUDITED FINANCIAL STATEMENT BY THE INDEPENDENT AUDITORS.