SAINT DAVIDS SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SAINT DAVIDS SCHOOL (EIN 13-1655283)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-12-18
- IRS object ID
- 201233539349300663
- Schema version
- 2011v1.2
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-18T10:30:11-06:00 | 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 | 131655283 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT DAVID'S SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAIN | NameControl |
| Phone | 2123690058 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 EAST 89TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 101280678 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JACK SPROULE | Name |
| Title | DIRECTOR OF FINANCE | Title |
| Phone | 2123690058 | Phone |
| Date Signed | 2012-12-17 | 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 | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JACK SPROULE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 EAST 89TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 101280678 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 20313499 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SAINTDAVIDS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1951 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF SAINT DAVID'S SCHOOL IS TO EDUCATE BOYS TO FULFILL THEIR POTENTIAL THROUGH RIGOROUS ACADEMIC PURSUIT, DELIBERATE MORAL INTROSPECTION AND CRITICAL ANALYSIS OF IDEAS AND ISSUES. THE CLASSICAL TRADITION OF BALANCE HAS GUIDED THE SCHOOL SINCE ITS BEGINNINGS. THE SCHOOL SEEKS TO ENGENDER INTELLECTUAL CURIOSITY, APPRECIATION FOR THE ARTS, SKILL AND SPORTSMANSHIP IN ATHLETICS AND AN ENDURING LOVE OF LEARNING. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 130 | TotalNbrEmployees |
| Total Nbr Volunteers | 217 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6969094 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2915718 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 14223484 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 15309034 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 899629 | InvestmentIncomePriorYear |
| Investment Income Current Year | 875777 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 505200 | OtherRevenuePriorYear |
| Other Revenue Current Year | 530410 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22597407 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19630939 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 951448 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 950637 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11371999 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12298642 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1011872 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4936044 | OtherExpensePriorYear |
| Other Expenses Current Year | 5037178 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17259491 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18286457 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5337916 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1344482 | RevenuesLessExpensesCY |
| Total Assets BOY | 77403434 | TotalAssetsBOY |
| Total Assets EOY | 77089172 | TotalAssetsEOY |
| Total Liabilities BOY | 12935126 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13072181 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 64468308 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 64016991 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF SAINT DAVID'S SCHOOL IS TO EDUCATE BOYS TO FULFILL THEIR POTENTIAL THROUGH RIGOROUS ACADEMIC PURSUIT, DELIBERATE MORAL INTROSPECTION AND CRITICAL ANALYSIS OF IDEAS AND ISSUES. THE CLASSICAL TRADITION OF BALANCE HAS GUIDED THE SCHOOL SINCE ITS BEGINNINGS. THE SCHOOL SEEKS TO ENGENDER INTELLECTUAL CURIOSITY, APPRECIATION FOR THE ARTS, SKILL AND SPORTSMANSHIP IN ATHLETICS AND AN ENDURING LOVE OF LEARNING. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 14990294 | Expense |
| Grants | 950637 | Grants |
| Revenue | 15309034 | Revenue |
| Description | SAINT DAVID'S SCHOOL IS AN INDEPENDENT PRIVATE SCHOOL THAT PROVIDES ESSENTIAL EDUCATIONAL PROGRAMS TO YOUNG BOYS FROM PRE-KINDERGARTEN THROUGH EIGHTH GRADE - APPROXIMATELY 400 STUDENTS. WE OFFER A VARIETY OF PROGRAMS INCLUDING SPORTS, MUSIC, ART AND DRAMA. | Description |
| Total Program Service Expense | 14990294 | 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 | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | 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 | 1 | 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 | 1 | 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 | 47 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 130 | 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 | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK SPROULE DIRECTOR OF FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2123690058 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 EAST 89TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 101280678 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 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 |
|---|---|---|---|---|---|---|---|
| MARC H ROBERT | |||||||
| BOARD PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| ALLEN M SPERRY | |||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| DANIEL S CONNOLLY | |||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| CHARLES C PLATT | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| MICHAEL J MAROCCO | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| ROSEMARY BERKERY HAUSEN | |||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| LAUREN BURKE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ARTHUR J HALLERAN JR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN HAYS | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| THOMAS P HUMPHREY | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| SUZANNE KARR | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT K MCMILLAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ANN MELLOW | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOHN R MENZ | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JOAN REX | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| STEVEN G SCHNEIDER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JAMES L SINGLETON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CRAIG D WOOD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JULIE B SYKES | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JENNIFER COOK PRICE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MARK S SHELTON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| P DAVID O'HALLORAN | |||||||
| HEADMASTER | 40.00 | X | 414265 | 0 | 187359 | ||
| JOHN J SPROULE | |||||||
| DIRECTOR OF FINANCE | 40.00 | X | 196087 | 0 | 24294 | ||
| MAUREEN BARRY | |||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 170246 | 0 | 19988 | X | ||
| SARA PEAVY | |||||||
| UPPER SCHOOL HEAD | 40.00 | 163075 | 0 | 20088 | X | ||
| KIM DAVIDSON | |||||||
| LOWER SCHOOL HEAD | 40.00 | 151472 | 0 | 16925 | X | ||
| MICHAEL IMBELLI | |||||||
| PLACEMENT OFFICER | 40.00 | 148049 | 0 | 20638 | X | ||
| ALEXIS AOYAMA | |||||||
| DEAN OF STUDIES | 40.00 | 140120 | 0 | 19759 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1383314 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 309051 | TotalOtherCompensation |
| Number Individuals GT100 K | 20 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| PROSKAUER ROSE LLP | |||||
| 11 TIMES SQUARE | NEW YORK | NY | 10036 | LEGAL | 128399 |
| MITOFSKY SHAPIRO NEVILLE HAZEN LLP | |||||
| 152 MADISON AVENUE 3RD FLOOR | NEW YORK | NY | 10016 | LEGAL | 124428 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 131696 | FundraisingEvents |
| Government Grants | 74131 | GovernmentGrants |
| All Other Contributions | 2709891 | AllOtherContributions |
| Noncash Contributions | 245269 | NoncashContributions |
| Total Contributions | 2915718 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 14717224 | 14717224 |
| AFTER SCHOOL PROGRAM | 611710 | 591810 | 591810 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 15309034 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 875777 | TotalRevenueColumn |
| Exclusion | $875,777 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 463377 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 348220 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 115157 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 115157 | TotalRevenueColumn |
| Exclusion | $115,157 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 740889 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 131696 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 334340 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 406549 | TotalRevenueColumn |
| Exclusion | $406,549 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8704 | TotalRevenueColumn |
| Exclusion | $8,704 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8704 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19630939 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15309034 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,406,187 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 950637 | Total |
| Program Services | 950637 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 659772 | Total |
| Management And General | 659772 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8861889 | Total |
| Program Services | 7793787 | ProgramServices |
| Management And General | 662736 | ManagementAndGeneral |
| Fundraising | 405366 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 453336 | Total |
| Program Services | 373796 | ProgramServices |
| Management And General | 57346 | ManagementAndGeneral |
| Fundraising | 22194 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1582280 | Total |
| Program Services | 1439485 | ProgramServices |
| Management And General | 90234 | ManagementAndGeneral |
| Fundraising | 52561 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 741365 | Total |
| Program Services | 588152 | ProgramServices |
| Management And General | 124223 | ManagementAndGeneral |
| Fundraising | 28990 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25325 | Total |
| Management And General | 25325 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154147 | Total |
| Program Services | 95353 | ProgramServices |
| Management And General | 18960 | ManagementAndGeneral |
| Fundraising | 39834 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139546 | Total |
| Management And General | 2350 | ManagementAndGeneral |
| Fundraising | 137196 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2737263 | Total |
| Program Services | 2153760 | ProgramServices |
| Management And General | 379462 | ManagementAndGeneral |
| Fundraising | 204041 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 266522 | Total |
| Program Services | 223982 | ProgramServices |
| Management And General | 25893 | ManagementAndGeneral |
| Fundraising | 16647 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323605 | Total |
| Program Services | 189483 | ProgramServices |
| Management And General | 103887 | ManagementAndGeneral |
| Fundraising | 30235 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49781 | Total |
| Program Services | 3644 | ProgramServices |
| Management And General | 45905 | ManagementAndGeneral |
| Fundraising | 232 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128891 | Total |
| Program Services | 119256 | ProgramServices |
| Management And General | 934 | ManagementAndGeneral |
| Fundraising | 8701 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1141904 | Total |
| Program Services | 1027714 | ProgramServices |
| Management And General | 57095 | ManagementAndGeneral |
| Fundraising | 57095 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8000 | Total |
| Program Services | 8000 | ProgramServices |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62194 | Total |
| Program Services | 23245 | ProgramServices |
| Management And General | 30169 | ManagementAndGeneral |
| Fundraising | 8780 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18286457 | Total |
| Program Services | 14990294 | ProgramServices |
| Management And General | 2284291 | ManagementAndGeneral |
| Fundraising | 1011872 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1250 | BOY |
| EOY | 2000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9172183 | BOY |
| EOY | 7391237 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3012007 | BOY |
| EOY | 1986232 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17222 | BOY |
| EOY | 16587 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67582 | BOY |
| EOY | 54869 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 121153 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 249991 | BOY |
| EOY | 244205 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 38671427 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 11233128 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24987655 | BOY |
| EOY | 27438299 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39895544 | BOY |
| EOY | 39834590 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77403434 | BOY |
| EOY | 77089172 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1339929 | BOY |
| EOY | 1409081 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9557260 | BOY |
| EOY | 9820635 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1750000 | BOY |
| EOY | 1625000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 287937 | BOY |
| EOY | 217465 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12935126 | BOY |
| EOY | 13072181 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54195518 | BOY |
| EOY | 54624094 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7257927 | BOY |
| EOY | 6262718 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3014863 | BOY |
| EOY | 3130179 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64468308 | BOY |
| EOY | 64016991 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77403434 | BOY |
| EOY | 77089172 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1344482 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1795799 | 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 Consolidated | X | FinancialStatementConsolidated |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 39505955 | BeginningOfYearBalance |
| Contributions | 338801 | Contributions |
| Investment Earnings Or Losses | -1000599 | InvestmentEarningsOrLosses |
| Other Expenditures | 1185000 | OtherExpenditures |
| End Of Year Balance | 37659157 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28007475 | BeginningOfYearBalance |
| Contributions | 5333953 | Contributions |
| Investment Earnings Or Losses | 7229027 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 161917 | GrantsOrScholarships |
| Other Expenditures | 902583 | OtherExpenditures |
| End Of Year Balance | 39505955 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22425043 | BeginningOfYearBalance |
| Contributions | 3981939 | Contributions |
| Investment Earnings Or Losses | 2529173 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 152422 | GrantsOrScholarships |
| Other Expenditures | 776258 | OtherExpenditures |
| End Of Year Balance | 28007475 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26475963 | BeginningOfYearBalance |
| Contributions | 1708397 | Contributions |
| Investment Earnings Or Losses | -4781760 | InvestmentEarningsOrLosses |
| Other Expenditures | 977557 | OtherExpenditures |
| End Of Year Balance | 22425043 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.84000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.08000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08000 | 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 | 1582375 | OtherCostOrOtherBasis |
| Book Value | 1582375 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 29877292 | OtherCostOrOtherBasis |
| Depreciation | 8428784 | Depreciation |
| Book Value | 21448508 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3677945 | OtherCostOrOtherBasis |
| Depreciation | 2804344 | Depreciation |
| Book Value | 873601 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3533815 | OtherCostOrOtherBasis |
| Book Value | 3533815 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 27438299 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION PAYABLE | $111,266 |
| SWAP LIABILITY | $106,199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 217465 | TotalOfAmounts |
| Total Revenue | 19630939 | TotalRevenue |
| Total Expenses | 18286457 | TotalExpenses |
| Excess Or Deficit For Year | 1344482 | ExcessOrDeficitForYear |
| Other | -$1,795,799 | OtherAmount |
| Total Adjustments | -1795799 | TotalAdjustments |
| Excess Or Deficit Per FS | -451317 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 17567063 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -1113239 | OtherRevenues |
| Revenue Not Rptd F990 | -1113239 | RevenueNotRptdF990 |
| Revenue Subtotal | 18680302 | RevenueSubtotal |
| Other Revenues Not Included | 950637 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 950637 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 19630939 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18018380 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 682560 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 682560 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17335820 | ExpensesSubtotal |
| Other Expenses Not Included | 950637 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 950637 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18286457 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE SCHOOL RECEIVES ARTWORK THAT IT DISPLAYS AROUND THE BUILDING. | |
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENTS ARE INTENDED TO SUPPORT THE ONGOING OPERATIONS OF THE SCHOOL. THE OBJECTIVE IS TO PRESERVE THE ENDOWMENT PRINCIPAL WHILE MAINTAINING THE PURCHASING POWER OF THE ENDOWMENT ASSETS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| 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. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN VALUE OF SWAP AGREEMENT 80,577. UNREALIZED LOSS ON INVESTMENTS -1,876,376. TOTAL TO SCHEDULE D, PART XI, LINE 8: -1,795,799. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSES 348,220. CHANGE IN VALUE OF SWAP AGREEMENT 80,577. DIRECT COST OF SPECIAL EVENTS 334,340. NET UNREALIZED LOSS ON INVESTMENTS -1,876,376. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| FINANCIAL AID 950,637. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSES 348,220. DIRECT COST OF SPECIAL EVENTS 334,340. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: | |
| FINANCIAL AID 950,637. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
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 | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | THE SCHOOL ADVERTISES THROUGH THE INDEPENDENT SCHOOL TRADE ORGANIZATION ISAAGNY ON AN ANNUAL BASIS. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | THE SCHOOL RECEIVES MANDATED SERVICES AID FROM THE NEW YORK STATE EDUCATION DEPARTMENT. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL DINNER DANCE | NameOfEvent1 |
| Gross Receipts Event1 | 766366 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 131696 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 634670 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 123734 | RentFacilityCostsEvent1 |
| Entertainment Event1 | 19018 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 36078 | OtherDirectExpensesEvent1 |
| Name Of Event2 | ANNUAL ICE SKATING EVENING | NameOfEvent2 |
| Gross Receipts Event2 | 52600 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 52600 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 43210 | RentFacilityCostsEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 53619 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 53619 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 112300 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 872585 | GrossReceiptsTotal |
| Charitable Contributions Total | 131696 | CharitableContributionsTotal |
| Gross Revenue Total Events | 740889 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 166944 | RentFacilityCostsTotalEvents |
| Entertainment Total Events | 19018 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 148378 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 334340 | DirectExpenseSummaryEvents |
| Net Income Summary | 406549 | 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 | NEED BASED FINANCIAL AID FOR STUDENTS ATTENDING THE SCHOOL. | TypeOfGrant |
| Number Of Recipients | 33 | NumberOfRecipients |
| Amount Of Cash Grant | 950637 | AmountOfCashGrant |
| Method Of Valuation | BOOK | MethodOfValuation |
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: SCHOLARSHIPS ARE AWARDED BASED ON ELIGIBILITY AND GREATEST NEED BY THE SCHOLARSHIP COMMITTEE. THE SCHOLARSHIPS ARE GIVEN EACH YEAR WITHIN A BOARD-APPROVED BUDGET. THEY ARE TRACKED THROUGH THE STUDENT BILLING DATABASE WHICH IS THEN VERIFIED BY THE DIRECTOR OF FINANCE, AND INCLUDED IN THE SCOPE OF THE ANNUAL AUDIT BY AN INDEPENDENT ACCOUNTING FIRM. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | 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 | 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 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| P DAVID O'HALLORAN | |||||||||||||
| 411040 | 0 | 0 | 0 | 3225 | 0 | 61421 | 0 | 125938 | 0 | 601624 | 0 | 0 | 0 |
| JOHN J SPROULE | |||||||||||||
| 193470 | 0 | 0 | 0 | 2617 | 0 | 18812 | 0 | 5482 | 0 | 220381 | 0 | 0 | 0 |
| MAUREEN BARRY | |||||||||||||
| 169621 | 0 | 0 | 0 | 625 | 0 | 15951 | 0 | 4037 | 0 | 190234 | 0 | 0 | 0 |
| SARA PEAVY | |||||||||||||
| 161934 | 0 | 0 | 0 | 1141 | 0 | 15028 | 0 | 5060 | 0 | 183163 | 0 | 0 | 0 |
| KIM DAVIDSON | |||||||||||||
| 150678 | 0 | 0 | 0 | 794 | 0 | 13677 | 0 | 3248 | 0 | 168397 | 0 | 0 | 0 |
| MICHAEL IMBELLI | |||||||||||||
| 146288 | 0 | 0 | 0 | 1761 | 0 | 13151 | 0 | 7487 | 0 | 168687 | 0 | 0 | 0 |
| ALEXIS AOYAMA | |||||||||||||
| 139583 | 0 | 0 | 0 | 537 | 0 | 12346 | 0 | 7413 | 0 | 159879 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE HEADMASTER IS REQUIRED BY CONTRACT TO LIVE IN SCHOOL OWNED HOUSING IN ORDER TO ACCOMMODATE ONGOING OPERATIONAL MEETINGS, CONDUCT FUND RAISING ACTIVITIES AND TO BE IMMEDIATELY AVAILABLE IN CASE OF EMERGENCIES. THE SCHOOL DOES NOT REIMBURSE THE HEADMASTER AS ALL EXPENSES RELATING TO THE PROPERTY ARE PAID DIRECTLY BY THE SCHOOL. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | P DAVID O'HALLORAN | NamePerson |
| Purpose Of Loan | TUITION | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $54,869 | OriginalPrincipalAmount |
| Balance Due | 54869 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 54869 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 20 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 245269 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | 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 | TOTAL NUMBER OF CONTRIBUTORS DURING THE YEAR WAS TWENTY. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FEDERAL FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE. THE AUDIT COMMITTEE CHAIR PRESENTED THE FEDERAL FORM 990 AT BOARD MEETING AND MADE COPIES AVAILABLE TO THE FULL BOARD. THE BOARD ACCEPTED THE FEDERAL FORM 990 AS PRESENTED AND IT WAS SUBSEQUENTLY FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES, SENIOR MANAGEMENT, ACADEMIC LEADERSHIP AND PARENTS ASSOCIATION OFFICIALS ARE REQUIRED TO ANNUALLY FILL OUT THE SCHOOL'S CONFLICT OF INTEREST POLICY QUESTIONNAIRE. ALL QUESTIONNAIRES ARE RECEIVED, REVIEWED AND ANY NOTED CONFLICT WOULD BE REFERRED TO THE BOARD PRESIDENT AND/OR THE BOARD TREASURER FOR CONSIDERATION. IF A CONFLICT OF INTEREST EXISTS, THE AFFECTED MEMBER IS ASKED TO ABSTAIN FROM DECISION MAKING ON RELATED ISSUES. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF TRUSTEES ALONG WITH AN INDEPENDENT CONSULTANT, USING MARKET DATA, SET THE COMPENSATION FOR THE HEADMASTER. THE HEADMASTER, IN TURN, SETS SALARY FOR ADMINISTRATIVE STAFF USING INDEPENDENT SALARY/BENEFIT DATA SUPPLIED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. THE LAST REVIEW FOR THE HEADMASTER AND STAFF WAS DONE IN SPRING 2011. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | CHANGE IN VALUE OF SWAP AGREEMENT 80,577. UNREALIZED LOSS ON INVESTMENTS -1,876,376. TOTAL TO FORM 990, PART XI, LINE 5: -1,795,799. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SDS SUMMER PROGRAM LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 EAST 89TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10128 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320382874 | EIN |
| Primary Activities | SUMMER EDUCATIONAL PROGRAM | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT DAVID'S SCHOOL | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT DAVID'S SPORTS CENTER INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 EAST 89TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10128 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133807472 | EIN |
| Primary Activities | TITLE-HOLDING CORPORATION | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(C)(2) | ExemptCodeSection |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT DAVID'S SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |