ALLEN-STEVENSON SCHOOL: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALLEN-STEVENSON SCHOOL (EIN 13-1623878)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-21
- IRS object ID
- 202641119349301919
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-21T15:56:16-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131623878 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALLEN-STEVENSON SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLE | BusinessNameControlTxt |
| Phone | 2122886710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 EAST 78TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DUNCAN LYON | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 2122886710 | PhoneNum |
| Signature | 2026-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA MODELSON | PreparerPersonNm |
| PTIN | P01603524 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2026-04-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DUNCAN LYON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 EAST 78TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,056,918 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALLEN-STEVENSON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1904 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE CONTINUOUS EDUCATION FOR BOYS FROM KINDERGARTEN THROUGH 8TH GRADE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 223 | TotalEmployeeCnt |
| Total Volunteers | 261 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,904,546 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,029,643 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,916,961 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,148,719 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,580,179 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,403,236 | CYInvestmentIncomeAmt |
| PY Other Revenue | $489,874 | PYOtherRevenueAmt |
| CY Other Revenue | $369,131 | CYOtherRevenueAmt |
| PY Total Revenue | $36,891,560 | PYTotalRevenueAmt |
| CY Total Revenue | $29,950,729 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,799,337 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,284,858 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,209,884 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,475,155 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,601,901 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,165,650 | PYOtherExpensesAmt |
| CY Other Expenses | $10,188,230 | CYOtherExpensesAmt |
| PY Total Expenses | $31,174,871 | PYTotalExpensesAmt |
| CY Total Expenses | $31,948,243 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,716,689 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,997,514 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $146,293,476 | TotalAssetsBOYAmt |
| Total Assets EOY | $147,102,854 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $32,954,508 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,386,237 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $113,338,968 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $114,716,617 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ALLEN-STEVENSON'S DISTINCTIVE "ENLIGHTENED TRADITIONAL" APPROACH EDUCATES BOYS TO BECOME SCHOLARS AND GENTLEMEN. IN THE BELIEF THAT THERE ARE MANY WAYS TO BE A BOY, THE SCHOOL OFFERS AN ONGOING COMMITMENT TO EACH STUDENT AND USES THE BEST INSIGHTS AND TOOLS AVAILABLE TO UNDERSTAND HIM AS A WHOLE PERSON. WE INSPIRE IN EACH BOY AN APPRECIATION OF RESPONSIBLE CITIZENSHIP AND A LIFELONG LOVE OF LEARNING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $23,615,507 | ExpenseAmt |
| Grant | $2,991,234 | GrantAmt |
| Revenue | $22,303,434 | RevenueAmt |
| Desc | 3 A'S:ALLEN-STEVENSON'S VIGOROUS PROGRAM OF ACADEMICS, ATHLETICS, AND THE ARTS ("THE 3 A'S") TEACHES BOYS TO VALUE THE GRATIFYING PROCESS THROUGH WHICH EXCELLENCE IS ATTAINED. WE CHALLENGE OUR STUDENTS TO TAKE CALCULATED RISKS, LEARN FROM THEIR MISTAKES, AND SUPPORT EACH OTHER. THE SCHOOL PROVIDED THIS PROGRAM TO APPROXIMATELY 360 STUDENTS AND MORE THAN 100 FACULTY AND STAFF. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,910,623 | ExpenseAmt |
| Grant | $293,624 | GrantAmt |
| Revenue | $1,881,924 | RevenueAmt |
| Desc | AUXILIARY PROGRAMS: ALLEN-STEVENSON OFFERS A WONDERFULLY DIVERSE AND ENGAGING AFTER-SCHOOL PROGRAM AS WELL AS A ROBUST INSTRUMENTAL MUSIC PROGRAM. ALLEN-STEVENSON PROVIDES NUMEROUS OTHER ENRICHMENTS THAT SUPPORT AND ENHANCE THE ALLEN-STEVENSON EXPERIENCE AND COMMUNITY, INCLUDING BUT NOT LIMITED TO: CO-ED THEATRE EXPERIENCES, CLASS TRIPS, A YEARBOOK, TUTORING, BIRTHDAY PARTIES, AN EIGHTH-GRADE INTERNATIONAL TRIP, ETC. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | $0 | GrantAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $25,526,130 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 100 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 223 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESTHER ZYWICA CFO | PersonNm |
| Phone | 2122886710 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 EAST 78TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10075 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DUNCAN LYON | ||||||||
| HEAD OF SCHOOL | 50.00 | Yes (X) | Yes (X) | $807,574 | $0 | $126,817 | ||
| METIN NEGRIN | ||||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDER KLABIN | ||||||||
| VP & TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HEATHER MCAULIFFE | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAUREN ERBST | ||||||||
| TRUSTEE & PA PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KERIANNE FLYNN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ARYN GROSSMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID HERZBERG | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEXIS HUNTER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRIS JONES | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| A REED KATZ | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BLAIR KLAFF | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAMERON ALEX KOFFMAN | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RASHIDA LA LANDE | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| COLM MACMAHON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRIS MUFSON | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTA NICKOLS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY PECK | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AUDREY RASCH | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL SCHRIEBER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM UGER | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN WEINBERG | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MCCARTNEY WILKINS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDY WILLIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HYDEE BRESSLER BASSEL | ||||||||
| CFO & COO THRU NOV 2024 | 50.00 | Yes (X) | $333,491 | $0 | $68,366 | |||
| MINDY SCHEFEN | ||||||||
| INTERIM CFO | 50.00 | Yes (X) | $56,931 | $0 | $4,889 | |||
| STEPHEN M WARNER | ||||||||
| HEAD OF LOWER DIVISION | 40.00 | $261,335 | $0 | $68,287 | Yes (X) | |||
| KATHERINE DUCKWORTH-SCHACHTER | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | $233,015 | $0 | $83,695 | Yes (X) | |||
| STEVEN COHEN | ||||||||
| HEAD OF UPPER DIVISION | 40.00 | $201,735 | $0 | $38,318 | Yes (X) | |||
| WINIFRED BARNES | ||||||||
| DIRECTOR OF ACADEMIC OPERATIONS | 40.00 | $256,400 | $0 | $39,652 | Yes (X) | |||
| RICHARD ALIFANO | ||||||||
| DIR., ATHLETICS/PE EDUCATION | 40.00 | $218,968 | $0 | $52,714 | Yes (X) | |||
| WILLIAM L DRANSFIELD | ||||||||
| DIRECTOR OF AUXILLIARY PROGRAMS | 40.00 | $183,451 | $0 | $64,338 | Yes (X) | |||
| ELIZABETH MCLAUGHLIN | ||||||||
| SCHOOL PSYCHOLOGIST | 40.00 | $176,689 | $0 | $33,842 | Yes (X) | |||
| MICHELE V DEMKO | ||||||||
| MUSIC DEPARTMENT HEAD | 40.00 | $190,442 | $0 | $19,302 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,920,031 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $600,220 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 57 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SAGE DINING SERVICES INC | |||||
| 18 BEAUMONT AVENUE | WALLINGFORD | CT | 06492 | DINING SERVICES | $816,806 |
| VENABLE LLP | |||||
| 151 WEST 42ND STREET | NEW YORK | NY | 10036 | LEGAL SERVICES | $408,801 |
| GO JOURNEY ABROAD | |||||
| 1605 RESACA BOULEVARD | AUSTIN | TX | 78734 | TRAVEL AGENT SERVICES | $365,269 |
| SELBY BUS | |||||
| 265 EAST 66TH STREET UNIT 3G | NEW YORK | NY | 10065 | STUDENT TRANSPORTATION SERVICES | $215,775 |
| SCHOLASTIC TRANSPORTATION | |||||
| 8024 PRESTON COURT | BROOKLYN | NY | 11236 | STUDENT TRANSPORTATION SERVICES | $106,569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $288,673 | FundraisingAmt |
| Government Grants | $598,937 | GovernmentGrantsAmt |
| All Other Contributions | $3,142,033 | AllOtherContributionsAmt |
| Noncash Contributions | $189,163 | NoncashContributionsAmt |
| Total Contributions | $4,029,643 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $22,025,080 | $22,025,080 |
| AUXILIARY PROGRAMS | 611710 | $1,235,010 | $1,235,010 |
| MUSIC LESSONS | 611710 | $687,657 | $687,657 |
| ADMISSIONS AND FEES | 611710 | $200,972 | $200,972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,148,719 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,454,609 | TotalRevenueColumnAmt |
| Exclusion | $1,454,609 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $570,798 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $189,394 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $381,404 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $381,404 | TotalRevenueColumnAmt |
| Exclusion | $381,404 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,577,155 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,628,528 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$51,373 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$51,373 | TotalRevenueColumnAmt |
| Exclusion | -$51,373 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $185,865 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $288,673 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $263,395 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$77,530 | TotalRevenueColumnAmt |
| Exclusion | -$77,530 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $61,511 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $24,872 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,639 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,639 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $28,618 | TotalRevenueColumnAmt |
| Exclusion | $28,618 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $28,618 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,950,729 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,185,358 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,735,728 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,284,858 | TotalAmt |
| Program Services | $3,284,858 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,179,573 | TotalAmt |
| Program Services | $909,382 | ProgramServicesAmt |
| Management And General | $724,596 | ManagementAndGeneralAmt |
| Fundraising | $545,595 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,425,641 | TotalAmt |
| Program Services | $10,465,127 | ProgramServicesAmt |
| Management And General | $1,495,632 | ManagementAndGeneralAmt |
| Fundraising | $464,882 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,837 | TotalAmt |
| Program Services | $832,169 | ProgramServicesAmt |
| Management And General | $125,801 | ManagementAndGeneralAmt |
| Fundraising | $42,867 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,826,083 | TotalAmt |
| Program Services | $1,386,609 | ProgramServicesAmt |
| Management And General | $332,871 | ManagementAndGeneralAmt |
| Fundraising | $106,603 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,043,021 | TotalAmt |
| Program Services | $816,950 | ProgramServicesAmt |
| Management And General | $157,340 | ManagementAndGeneralAmt |
| Fundraising | $68,731 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,545 | TotalAmt |
| Management And General | $298,545 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,449 | TotalAmt |
| Management And General | $99,449 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,000 | TotalAmt |
| Management And General | $35,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,295 | TotalAmt |
| Program Services | $117,611 | ProgramServicesAmt |
| Management And General | $100,684 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,099 | TotalAmt |
| Program Services | $10,466 | ProgramServicesAmt |
| Management And General | $343,407 | ManagementAndGeneralAmt |
| Fundraising | $217,226 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,033 | TotalAmt |
| Program Services | $56,223 | ProgramServicesAmt |
| Management And General | $261,771 | ManagementAndGeneralAmt |
| Fundraising | $10,039 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,898 | TotalAmt |
| Program Services | $380,335 | ProgramServicesAmt |
| Management And General | $54,913 | ManagementAndGeneralAmt |
| Fundraising | $4,650 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,596 | TotalAmt |
| Program Services | $8,117 | ProgramServicesAmt |
| Management And General | $2,899 | ManagementAndGeneralAmt |
| Fundraising | $580 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $823,846 | TotalAmt |
| Program Services | $697,117 | ProgramServicesAmt |
| Management And General | $118,985 | ManagementAndGeneralAmt |
| Fundraising | $7,744 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,170,526 | TotalAmt |
| Program Services | $3,664,517 | ProgramServicesAmt |
| Management And General | $466,503 | ManagementAndGeneralAmt |
| Fundraising | $39,506 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,969 | TotalAmt |
| Program Services | $308,263 | ProgramServicesAmt |
| Management And General | $63,923 | ManagementAndGeneralAmt |
| Fundraising | $3,783 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDENT SERVICES | $989,398 | $989,398 | ||
| AUXILIARY PROGRAM | $562,287 | $562,287 | ||
| INSTRUCTIONAL EXPENSES | $472,545 | $467,060 | $5,485 | |
| REPAIRS AND MAINTENANCE | $248,201 | $198,915 | $45,438 | $3,848 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,543 | TotalAmt |
| Program Services | $370,726 | ProgramServicesAmt |
| Management And General | $86,970 | ManagementAndGeneralAmt |
| Fundraising | $85,847 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,948,243 | TotalAmt |
| Program Services | $25,526,130 | ProgramServicesAmt |
| Management And General | $4,820,212 | ManagementAndGeneralAmt |
| Fundraising | $1,601,901 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,409,838 | BOYAmt |
| EOY | $1,107,506 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,836,546 | BOYAmt |
| EOY | $8,553,156 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $563,741 | BOYAmt |
| EOY | $97,499 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,169,237 | BOYAmt |
| EOY | $1,616,620 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,540 | BOYAmt |
| EOY | $25,225 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,026 | BOYAmt |
| EOY | $167,721 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $128,560,564 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,034,067 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,472,632 | BOYAmt |
| EOY | $94,526,497 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,425,526 | BOYAmt |
| EOY | $40,804,799 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,841 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,549 | BOYAmt |
| EOY | $203,831 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,293,476 | BOYAmt |
| EOY | $147,102,854 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,803,443 | BOYAmt |
| EOY | $2,934,105 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,463,658 | BOYAmt |
| EOY | $6,918,129 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,500 | BOYAmt |
| EOY | $95,231 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,574,392 | BOYAmt |
| EOY | $22,385,619 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,515 | BOYAmt |
| EOY | $53,153 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,954,508 | BOYAmt |
| EOY | $32,386,237 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,946,393 | BOYAmt |
| EOY | $103,413,773 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,392,575 | BOYAmt |
| EOY | $11,302,844 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,338,968 | BOYAmt |
| EOY | $114,716,617 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,293,476 | BOYAmt |
| EOY | $147,102,854 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,997,514 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,493,287 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$118,124 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,321,027 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,804,583 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,441,029 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,804,546 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,029,643 | CurrentTaxYearAmt |
| Total | $40,400,828 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,321,027 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,804,583 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,441,029 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,804,546 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,029,643 | CurrentTaxYearAmt |
| Total | $40,400,828 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,485,416 | SubstantialContributorsTotAmt |
| Public Support Total170 | $36,915,412 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $135,088 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $234,396 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,269,764 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,067,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,025,407 | CurrentTaxYearAmt |
| Total | $5,732,024 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,929 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,187 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $141,736 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,760 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $280,049 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,045 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,892 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,618 | CurrentTaxYearAmt |
| Total | $428,364 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $46,702,952 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $121,232,280 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80830 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | INSURANCE SETTLEMENTS - 2021 AMOUNT: $ 258,913. 2022 AMOUNT: $ 3,000. REFUND - 2020 AMOUNT: $ 8,417. 2021 AMOUNT: $ 12,996. 2022 AMOUNT: $ 17,355. 2023 AMOUNT: $ 3,802. INSURANCE REIMBURSEMENT - 2020 AMOUNT: $ 26,604. 2023 AMOUNT: $ 9,910. OTHER INCOME - 2020 AMOUNT: $ 14,739. 2021 AMOUNT: $ 8,140. 2022 AMOUNT: $ 34,690. 2023 AMOUNT: $ 1,180. 2024 AMOUNT: $ 28,618. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EDUCATION | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,806,713 | BeginningYearBalanceAmt |
| Contributions | $342,905 | ContributionsAmt |
| Investment Earnings Or Losses | $4,464,993 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,101,169 | OtherExpendituresAmt |
| Administrative Expenses | $35,000 | AdministrativeExpensesAmt |
| End Year Balance | $37,478,442 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,564,302 | BeginningYearBalanceAmt |
| Contributions | $7,445,157 | ContributionsAmt |
| Investment Earnings Or Losses | $3,691,140 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,858,886 | OtherExpendituresAmt |
| Administrative Expenses | $35,000 | AdministrativeExpensesAmt |
| End Year Balance | $33,806,713 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,146,709 | BeginningYearBalanceAmt |
| Contributions | $5,882,700 | ContributionsAmt |
| Investment Earnings Or Losses | $2,094,138 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,524,245 | OtherExpendituresAmt |
| Administrative Expenses | $35,000 | AdministrativeExpensesAmt |
| End Year Balance | $25,564,302 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,871,757 | BeginningYearBalanceAmt |
| Contributions | $2,876,675 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,230,727 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,335,996 | OtherExpendituresAmt |
| Administrative Expenses | $35,000 | AdministrativeExpensesAmt |
| End Year Balance | $23,146,709 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,618,326 | BeginningYearBalanceAmt |
| Contributions | $2,649,501 | ContributionsAmt |
| Investment Earnings Or Losses | $3,064,826 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,425,896 | OtherExpendituresAmt |
| Administrative Expenses | $35,000 | AdministrativeExpensesAmt |
| End Year Balance | $27,871,757 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.71094 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.19452 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09454 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,764,062 | OtherCostOrOtherBasisAmt |
| Book Value | $8,764,062 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $115,319,860 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,390,986 | DepreciationAmt |
| Book Value | $83,928,874 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,462,962 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,643,081 | DepreciationAmt |
| Book Value | $1,819,881 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,680 | OtherCostOrOtherBasisAmt |
| Book Value | $13,680 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $94,526,497 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| Amt | $53,153 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $53,153 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,287,626 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,493,287 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $214,266 | OtherRevenueAmt |
| Revenue Not Reported | $3,707,553 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,580,073 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $35,000 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,335,656 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,370,656 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $29,950,729 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,909,977 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $332,390 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $332,390 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,577,587 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $35,000 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,335,656 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,370,656 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,948,243 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | IN ITS LIBRARY, THE SCHOOL EXHIBITS A HISTORICAL MAP DATING BACK TO 1755, WHICH SHOWS THE 13 COLONIES AND LANDS USED AS "LAND GRANTS" BY REVOLUTIONARY GOVERNMENTS AS A METHOD OF OBTAINING MILITARY SERVICES. THE MAP IS AN EDUCATIONAL TOOL OF THE SCHOOL IN PROVIDING A QUALITY EDUCATION TO ITS STUDENTS. |
| PART IV, LINE 2B: | RENTAL SECURITY DEPOSITS HELD AT ALLEN-STEVENSON SCHOOL |
| PART V, LINE 4: | THE OBJECTIVE OF THE SCHOOL IS TO MAINTAIN THE PRINCIPAL ENDOWMENT FUNDS AT THE ORIGINAL AMOUNT DESIGNATED BY THE DONOR. THE INVESTMENT POLICY TO ACHIEVE THIS OBJECTIVE IS TO INVEST IN A DIVERSIFIED PORTFOLIO. INTEREST EARNED IN RELATION TO THE ENDOWMENT FUNDS IS RECORDED AS TEMPORARILY RESTRICTED INCOME AND THE SPENDING ALLOCATION MAY BE TRANSFERRED TO THE CURRENT OPERATING BUDGET UP TO THE PERCENTAGE ALLOCATION AMOUNT OF THE CURRENT SPENDING POLICY. |
| PART X, LINE 2: | THE SCHOOL RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE SCHOOL HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE SCHOOL IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO JUNE 30, 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD RECLASSED TO PART VIII, LINE 10B 24,872. RENT EXPENSES RECLASSED TO PART VIII, LINE 6B 189,394. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID GRANTS NETTED AGAINST REVENUE 3,284,858. PARENT'S ASSOCIATION EXPENSES REPORTED IN PART IX 878. GOVERNMENT GRANTS RECLASSED TO PART VIII 49,920. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD RECLASSED TO PART VIII, LINE 10B 24,872. LOSS ON DISPOSAL OF EQUIPMENT RECLASSED TO PART XI, LINE 9 18,124. WRITE-OFF OF PLEDGE RECEIVABLE RECLASSED TO PART XI, LINE 9 100,000. RENT EXPENSES RECLASSED TO PART VIII, LINE 6B 189,394. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID GRANTS NETTED AGAINST REVENUE 3,284,858. PARENT'S ASSOCIATION EXPENSES REPORTED IN PART IX 878. GOVERNMENT GRANTS RECLASSED TO PART VIII 49,920. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE NONDISCRIMINATORY POLICY IS LISTED ON ALL MARKETING MATERIALS AND ON OUR WEBSITE'S HOMEPAGE. |
| SCHEDULE E, PART I, LINE 6 | ALLEN-STEVENSON SCHOOL RECEIVES FUNDS FROM THE STATE OF NEW YORK. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION SPRING BENEFIT | Event1Nm |
| Gross Receipts Event1 | $474,538 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $288,673 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $185,865 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $13,750 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $98,952 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $150,693 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $474,538 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $288,673 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $185,865 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $13,750 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $98,952 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $150,693 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $263,395 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$77,530 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FINANCIAL AID/SCHOLARSHIPS | 96 | $2,991,234 |
| AUXILLARY SERVICE AID | 93 | $293,624 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL GRANTS FINANCIAL AID TO THOSE FAMILIES WHO CANNOT AFFORD THE FULL TUITION. THE PROCESS FOR DETERMINING THE AWARD IS AS FOLLOWS: THE CHIEF FINANCIAL OFFICER SETS THE BUDGET FOR THE TOTAL AMOUNT OF GRANTS TO BE AWARDED. THE FINANCE COMMITTEE REVIEWS THE BUDGET PRIOR TO BOARD APPROVAL. IN NOVEMBER, AN EMAIL NOTIFICATION IS SENT TO FAMILIES WITH A LINK TO CLARITYAPP.COM ("CLARITY") THAT PROMPTS FAMILIES TO LOG ON AND SUBMIT THROUGH CLARITY, A FINANCIAL AID APPLICATION PLATFORM. CLARITY CAN AUTOMATICALLY RECEIVE A FAMILY'S 1040 AND W2 DOCUMENTS FROM THE PRIOR YEAR WHEN THEY COMPLETE THE VERIFICATION STEP TO PULL THOSE DOCUMENTS DIRECTLY FROM THE IRS. FAMILIES WILL ALSO SHARE THE AMOUNT THEY BELIEVE THEY CAN CONTRIBUTE TOWARD TUITION. BASED ON THE FORM AND ADDITIONAL DOCUMENTATION SUBMITTED BY THE FAMILIES, CLARITY WILL CALCULATE AN EXPECTED FAMILY CONTRIBUTION TOWARDS TUITION. CLARITY'S SYSTEM TRACKS THE POTENTIAL AWARDS TO BE GRANTED TO EACH STUDENT. THE CHIEF FINANCIAL OFFICER REVIEWS THE POTENTIAL AWARDS ALONG WITH THE FINANCIAL AID COMMITTEE. THE COMMITTEE ALLOCATES THE AWARDS. AWARD LETTERS ARE SENT TO THE FAMILIES ALONG WITH THEIR ENROLLMENT OR REENROLLMENT. CHANGES MAY OCCUR IF THERE SEEM TO BE INCONSISTENCIES IN THE FINANCIAL DATA SUBMITTED (AS ALL APPLICANTS MUST SUBMIT THEIR COMPLETED 1040 TAX RETURNS AND BUSINESS RETURNS IF APPLICABLE). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DUNCAN LYON | ||||||||||||||
| HEAD OF SCHOOL | $555,691 | $0 | $0 | $0 | $251,883 | $0 | $77,600 | $0 | $49,217 | $0 | $934,391 | $0 | $100,000 | $0 |
| HYDEE BRESSLER BASSEL | ||||||||||||||
| CFO & COO THRU NOV 2024 | $326,989 | $0 | $0 | $0 | $6,502 | $0 | $27,600 | $0 | $40,766 | $0 | $401,857 | $0 | $0 | $0 |
| STEPHEN M WARNER | ||||||||||||||
| HEAD OF LOWER DIVISION | $237,147 | $0 | $0 | $0 | $24,188 | $0 | $22,145 | $0 | $46,142 | $0 | $329,622 | $0 | $0 | $0 |
| KATHERINE DUCKWORTH-SCHACHTER | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $224,466 | $0 | $0 | $0 | $8,549 | $0 | $21,054 | $0 | $62,641 | $0 | $316,710 | $0 | $0 | $0 |
| WINIFRED BARNES | ||||||||||||||
| DIRECTOR OF ACADEMIC OPERATIONS | $252,721 | $0 | $0 | $0 | $3,679 | $0 | $20,850 | $0 | $18,802 | $0 | $296,052 | $0 | $0 | $0 |
| RICHARD ALIFANO | ||||||||||||||
| DIR., ATHLETICS/PE EDUCATION | $210,284 | $0 | $0 | $0 | $8,684 | $0 | $18,628 | $0 | $34,086 | $0 | $271,682 | $0 | $0 | $0 |
| WILLIAM L DRANSFIELD | ||||||||||||||
| DIRECTOR OF AUXILLIARY PROGRAMS | $182,389 | $0 | $0 | $0 | $1,062 | $0 | $16,324 | $0 | $48,014 | $0 | $247,789 | $0 | $0 | $0 |
| STEVEN COHEN | ||||||||||||||
| HEAD OF UPPER DIVISION | $199,726 | $0 | $0 | $0 | $2,009 | $0 | $16,862 | $0 | $21,456 | $0 | $240,053 | $0 | $0 | $0 |
| ELIZABETH MCLAUGHLIN | ||||||||||||||
| SCHOOL PSYCHOLOGIST | $175,618 | $0 | $0 | $0 | $1,071 | $0 | $14,577 | $0 | $19,265 | $0 | $210,531 | $0 | $0 | $0 |
| MICHELE V DEMKO | ||||||||||||||
| MUSIC DEPARTMENT HEAD | $188,929 | $0 | $0 | $0 | $1,513 | $0 | $15,594 | $0 | $3,708 | $0 | $209,744 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | ACCORDING TO THE CONTRACT, AS A CONDITION OF EMPLOYMENT AND FOR THE CONVENIENCE OF THE SCHOOL, THE SCHOOL PROVIDES HOUSING ALLOWANCE TO THE HEAD OF SCHOOL DUNCAN LYON. IT IS TAXABLE TO THE INDIVIDUAL AND IS REPORTED ON SCH J, PART II, COLUMN (B)(III). |
| PART I, LINE 4B | DUNCAN LYON, HEAD OF SCHOOL, PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN 457(F). THE SCHOOL CONTRIBUTED $50,000 TO THE 457(F) PLAN IN 2024, AND DISTRIBUTED $108,515 TO DUNCAN, WHICH WAS INCLUDED IN HIS 2024 FORM W-2. |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $52,101 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | DISCOUNTED TUITION | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $83,551 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG. SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $105,612 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | MANAGEMENT REVIEWS THE FORM 990 TO OBTAIN AN UNDERSTANDING OF THE REPORTING REQUIREMENTS AND TO ENSURE IT IS ACCURATE AND COMPLETE. SUBSEQUENTLY, A COPY OF THE DRAFT FORM 990 SHORT FORM (WITHOUT SCHEDULE B) IS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW. THE AUDIT COMMITTEE DISCUSSES THE FORM 990 WITH MANAGEMENT AND RESOLVES ANY QUESTIONS THAT ARISE. THE PUBLIC INSPECTION COPY OF THE DRAFT FORM 990 IS THEN DISTRIBUTED, EITHER ELECTRONICALLY OR BY HARD COPY, TO THE BOARD FOR REVIEW AND COMMENT. IN ORDER TO ENSURE CONFIDENTIALITY OF OUR DONORS, THE DONOR LIST (SCHEDULE B) IS NOT INCLUDED IN THE DISTRIBUTION. THE FORM 990 IS FILED ONCE THE BOARD'S COMMENTS ARE ADDRESSED. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS, OFFICERS, KEY EMPLOYEES AND ALL OTHER EMPLOYEES SIGN A CONFLICT-OF-INTEREST POLICY STATEMENT ANNUALLY, WHICH IS REVIEWED BY MANAGEMENT. IF A CONFLICT APPEARS TO EXIST, MANAGEMENT AND THE BOARD OF TRUSTEES AUDIT COMMITTEE WILL MEET WITH THE INDIVIDUAL TO OBTAIN ALL THE FACTS. IF A CONFLICT IS IDENTIFIED, THE INDIVIDUAL TO WHOM IT PERTAINS MUST REFRAIN FROM PARTICIPATING IN THE DECISION-MAKING CONCERNING THE MATTER THAT GAVE RISE TO THE CONFLICT. ADDITIONALLY, AN EMPLOYEE WHO RECOMMENDS A VENDOR TO THE SCHOOL MUST DISCLOSE TO THE CHIEF FINANCIAL OFFICER AND THE HEAD OF SCHOOL WHETHER HE OR SHE HAS A RELATIONSHIP WITH THAT VENDOR. IF APPROVED AS APPROPRIATE, THAT VENDOR MUST PROVIDE THE SCHOOL WITH A MINIMUM OF THREE PROFESSIONAL REFERENCES. ADDITIONALLY, THERE WILL BE A BIDDING PROCESS WHERE TWO ADDITIONAL OUTSIDE INDEPENDENT VENDORS WILL BE ASKED TO BID ON THE JOB OR SERVICE AS WELL. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHIEF FINANCIAL OFFICER OBTAINS INFORMATION FROM THE DASL SYSTEM THAT SHOWS DETAILED SALARY FIGURES FOR VARIOUS POSITIONS IN DIFFERENT COHORTS. THREE SCHOOL GROUPS ARE USED FOR COMPARISON OF CURRENT SALARIES TO ALLEN-STEVENSON SCHOOL'S HIGHLY COMPENSATED AND KEY EMPLOYEES, SUCH AS THE HEAD OF SCHOOL, THE CHIEF FINANCIAL OFFICER, DIVISION HEADS, THE DIRECTOR OF ADMISSIONS, FACILITIES DIRECTOR, DIRECTOR OF ATHLETICS, AND DIRECTOR OF DEVELOPMENT. THE PERSONNEL AND COMPENSATION COMMITTEE, MADE UP OF THREE (3) BOARD MEMBERS, REVIEWS THE HEAD'S RECOMMENDATION OF THE SALARIES OF THE ABOVE LISTED POSITIONS, EXCEPT FOR HIS OWN SALARY, FOR FAIRNESS AND APPROPRIATENESS. THE HEAD OF SCHOOL'S SALARY IS RECOMMENDED BY THE PRESIDENT OF THE BOARD AND APPROVED BY THE OTHER MEMBERS OF THE COMPENSATION COMMITTEE. THE MEETINGS OF THE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED. THIS PROCESS WAS LAST COMPLETED THURSDAY, MAY 9, 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL MAKES ITS FORM 990 AVAILABLE FOR PUBLICATION INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, FORM 990, CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND EMPLOYEE HANDBOOK ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | LOSS ON DISPOSAL OF EQUIPMENT -18,124. WRITE OFF OF PLEDGE RECEIVABLE -100,000. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR ASSUMING RESPONSIBILITY OVER THE AUDIT OF THE ORGANIZATION AND FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR. |