2026-05-15T09:34:31-05:00 2025-06-30 871353108 EISNER ADVISORY GROUP LLC 733 THIRD AVENUE NEW YORK NY 100172703 990 2024-07-01 131837409 THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK BUCK 2125358787 113 EAST 73RD STREET NEW YORK NY 10021 COREY DURNEY CFO CFO 2125358787 2026-05-15 1 0 WILLIAM EPSTEIN P01307171 2129498700 2024 2025-03-06 01:10:19Z GREG O'MELIA 113 EAST 73RD STREET NEW YORK NY 10021 35224108 0 X BUCKLEYSCHOOL.ORG X 1913 NY SEE SCHEDULE O 23 23 130 200 -82330 0 4667742 4994434 22361319 23755776 3967134 4324271 -139065 -82330 30857130 32992151 1680310 1748300 0 0 17119325 18105547 0 0 1444303 9013764 9162369 27813399 29016216 3043731 3975935 123881355 137481776 13707548 14359605 110173807 123122171 THE GOALS OF THE SCHOOL ARE THAT EVERY BOY LEARN FUNDAMENTAL SKILLS, GAIN CONFIDENCE THROUGH DISCIPLINED THOUGHT AND ACTIONS, DEVELOP PERSONAL INTEGRITY AND RESPECT FOR OTHERS, AND DISCOVER THE JOY OF LEARNING AND THE SATISFACTION OF PURSUING EXCELLENCE. 0 0 21336720 1748300 23755776 THE SCHOOL PROVIDED EDUCATION TO 373 BOYS IN GRADES KINDERGARTEN TO NINTH AND CONTINUED TO FULFILL ITS CORE MISSION OF DEVELOPING FUNDAMENTAL SKILLS, INTEGRITY, RESPECT AND THE JOY OF LEARNING AND SATISFYING THE PURSUIT OF EXCELLENCE. 21336720 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 107 0 130 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X COREY DURNEY CFO 2125358787 113 EAST 73RD STREET NEW YORK NY 10021 NICHOLAS W ACQUAVELLA VICE PRESIDENT 2.00 X X 0 0 0 GREGORY FOWLKES PRESIDENT 4.00 X X 0 0 0 GREGORY PALM SECRETARY 2.00 X X 0 0 0 DOUGLAS SNYDER TREASURER 2.00 X X 0 0 0 JUSTIN D ABELOW TRUSTEE THROUGH 11/2024 1.00 X 0 0 0 KRISTIN FISHER ALLEN TRUSTEE 1.00 X 0 0 0 JEANINE BORTHWICK TRUSTEE 1.00 X 0 0 0 LEA CARPENTER TRUSTEE 1.00 X 0 0 0 LOUISE CARROLL TRUSTEE 1.00 X 0 0 0 BRYAN CHO TRUSTEE 1.00 X 0 0 0 ERNESTO CRUZ TRUSTEE 1.00 X 0 0 0 ANSON FRELINGHUYSEN TRUSTEE 1.00 X 0 0 0 JOHN GRIFFIN TRUSTEE 1.00 X 0 0 0 BHAVNA KATKAR TRUSTEE 1.00 X 0 0 0 GERRITY LANSING TRUSTEE 1.00 X 0 0 0 SANDRA LAWSON TRUSTEE THROUGH 11/2024 1.00 X 0 0 0 ANDREAS LAZAR TRUSTEE 1.00 X 0 0 0 PETER LEHRMAN TRUSTEE 1.00 X 0 0 0 ROBERT LEVY TRUSTEE 1.00 X 0 0 0 WILLIAM VN PHILIP TRUSTEE 1.00 X 0 0 0 CARLOS RODRIGUEZ-PASTOR TRUSTEE 1.00 X 0 0 0 ADAM ROSENBLUTH TRUSTEE 1.00 X 0 0 0 AMANDA WALDRON TRUSTEE 1.00 X 0 0 0 RICHARD WAYNER TRUSTEE 1.00 X 0 0 0 MICHAEL WEISSMAN TRUSTEE 1.00 X 0 0 0 GREGORY O'MELIA HEAD OF SCHOOL 40.00 X 791393 0 241594 COREY DURNEY CHIEF FINANCIAL OFFICER 40.00 X 337725 0 54816 JULIE KING ASSISTANT HEAD OF SCHOOL 40.00 X 274775 0 48382 TARA JOHNSON DIRECTOR OF DEVELOPMENT 40.00 X 264405 0 33071 FAITH HUNTER DIRECTOR OF LOWER SCHOOL 40.00 X 228426 0 67942 PETE SIMPSON DIRECTOR OF UPPER SCHOOL 40.00 X 221025 0 32180 DOROTHY MCCARTNEY DIR OF STUDENT SUPPORT 40.00 X 215175 0 52611 CARMINE GIOVINO DIRECTOR OF ATHLETICS 40.00 X 209042 0 21605 CAROLINE BERRY TEACHER 40.00 X 207916 0 52450 DANIELLE OSTER SCHOOL PSYCHOLOGIST 40.00 X 190025 0 39649 DIANNE STEWART-GARRETT TEACHER 40.00 X 188591 0 21424 3128498 0 665724 61 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE TIMONIUM MD 21093 CAFETERIA DINING 1111222 ALLIANCE SECURITY 318 WEST 39TH ST 7TH FLOOR NEW YORK NY 10018 SECURITY 613842 MG SECURITY SERVICES LLC 7 WEST 36TH STREET 12TH FLOOR NEW YORK NY 10018 SECURITY 491347 ACADEMY BUS 111 PATERSON AVE HOBOKEN NJ 07030 TRANSPORT SERVICES 214134 ROSTO CONSTRUCTION CORP 41 SAND HILL LANE FLORIDA NY 10921 CONSTRUCTION 173415 10 268769 4725665 375087 4994434 TUITION AND FEES 611710 22753000 22753000 AUXILIARY PROGRAMS 611710 882555 882555 OTHER 611710 44210 44210 BOOK FAIR 611710 41961 41961 FORFEITED TUITION 611710 18000 18000 16050 16050 23755776 1196335 1196335 5359893 2231957 3127936 3127936 3127936 PASS THRU K-1 LOSS 525990 -82330 -82330 -82330 32992151 23755776 -82330 4324271 1748300 1748300 2036700 1044700 724700 267300 11169515 8384362 2475016 310137 1242290 886978 300993 54319 2594214 1852234 628549 113431 1062828 758845 257511 46472 150566 1300 149266 280246 280246 97758 97758 478217 478217 605594 163545 37162 404887 362420 207987 141045 13388 18622 9906 4953 3763 88573 88573 118061 93881 18135 6045 1713873 1371098 257081 85694 289853 231882 43478 14493 PLANT AND UTILITIES 2455454 1989997 341083 124374 BOOKS AND INSTRUCTIONAL 1477803 1477803 FOOD SERVICE AND LUNCH 1025329 1025329 29016216 21336720 6235193 1444303 4486757 5446095 25543207 15378666 534155 539246 51602 80213 239008 135065 95509082 71442709 24607700 24066373 26029775 36023467 42389151 55812651 123881355 137481776 785525 1062644 5229066 5773794 6917931 6478697 775026 1044470 13707548 14359605 X 107639334 119967695 2534473 3154476 110173807 123122171 123881355 137481776 X 3975935 9019869 -47440 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1142549 398599 -51181 1592329 963994 244960 -66405 1142549 964330 69532 -69868 963994 2055933 -1017492 74111 964330 1171832 941450 57349 2055933 0.31140 0.68860 0 0 3530912 3530912 86298098 65806979 20491119 5680072 5635730 44342 24066373 LIMITED PARTNERSHIPS 55812651 F 55812651 DEFERRED COMPENSATION 1044470 1044470 X 39785503 9019869 9019869 30765634 478217 1748300 2226517 32992151 26837139 47440 47440 26789699 478217 1748300 2226517 29016216 PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS: THE SCHOOL'S ENDOWMENT CONSISTS OF THREE INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES, DESIGNATED BY DONORS TO BE PERPETUAL IN NATURE ENDOWMENT FUNDS. PART X, LINE 2: THE SCHOOL IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD'S (THE "FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, INCOME TAXES, AS IT RELATES TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. ALTHOUGH THE SCHOOL IS SUBJECT TO TAXES ON CERTAIN INVESTMENT INCOME AND RENTAL INCOME ACTIVITIES, DUE TO ITS GENERAL NOT-FOR-PROFIT STATUS, MANAGEMENT BELIEVES ASC TOPIC 740 HAS NOT HAD, AND IS NOT ANTICIPATED TO HAVE, A MATERIAL IMPACT ON THE SCHOOL'S FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,748,300. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON UNCOLLECTIBLE AMOUNTS 47,440. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,748,300. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL ADVERTISES THROUGH ISAAGNY (INDEPENDENT SCHOOLS ADMISSIONS ASSOCIATION OF GREATER NEW YORK) WHICH PLACES ADS CONTAINING A NONDISCRIMINATORY STATEMENT IN LOCAL NEWSPAPERS. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVED FUNDS FROM THE NEW YORK STATE DEPARTMENT OF EDUCATION FOR MANDATED SERVICES, SPECIFICALLY FOR ITS DAILY ATTENDANCE REPORTING. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 3181368 0 0 0 0 0 0 3181368 0 3181368 0 0 0 0 0 0 PART I, LINE 3: THE SCHOOL MAINTAINS INVESTMENTS IN FOREIGN PARTNERSHIPS SUCH AS CENTRAL AMERICA/CARIBBEAN. AMOUNTS REPORTED IN COLUMN (F) ARE ON THE ACCRUAL BASIS. ALL RELATED FILINGS FOR THESE INVESTMENTS ARE COMPLETED AND FILED ON A TIMELY BASIS. 0 STUDENT SCHOLARSHIPS 39 1748300 FMV TUITION REDUCTION SCHEDULE I, PART I, LINE 2 SCHOLARSHIPS ARE PROVIDED TO ELIGIBLE STUDENTS IN THE FORM OF TUITION REDUCTIONS AND ARE AWARDED BASED ON DEMONSTRATED NEED. X X 1 1 X X X X X X 0 1 0 0 0 0 0 0 0 GREGORY O'MELIA HEAD OF SCHOOL 791393 0 0 0 0 0 197794 0 43800 0 1032987 0 0 0 COREY DURNEY CHIEF FINANCIAL OFFICER 337725 0 0 0 0 0 33745 0 21071 0 392541 0 0 0 JULIE KING ASSISTANT HEAD OF SCHOOL 274775 0 0 0 0 0 27390 0 20992 0 323157 0 0 0 TARA JOHNSON DIRECTOR OF DEVELOPMENT 264405 0 0 0 0 0 31458 0 1613 0 297476 0 0 0 FAITH HUNTER DIRECTOR OF LOWER SCHOOL 228426 0 0 0 0 0 24315 0 43627 0 296368 0 0 0 DOROTHY MCCARTNEY DIR OF STUDENT SUPPORT 215175 0 0 0 0 0 31808 0 20803 0 267786 0 0 0 CAROLINE BERRY TEACHER 207916 0 0 0 0 0 31650 0 20800 0 260366 0 0 0 PETE SIMPSON DIRECTOR OF UPPER SCHOOL 221025 0 0 0 0 0 22015 0 10165 0 253205 0 0 0 CARMINE GIOVINO DIRECTOR OF ATHLETICS 209042 0 0 0 0 0 20890 0 715 0 230647 0 0 0 DANIELLE OSTER SCHOOL PSYCHOLOGIST 190025 0 0 0 0 0 18915 0 20734 0 229674 0 0 0 DIANNE STEWART-GARRETT TEACHER 188591 0 0 0 0 0 20100 0 1324 0 210015 0 0 0 PART I, LINE 1A IT IS A CONDITION OF THE HEAD OF SCHOOL'S EMPLOYMENT TO RESIDE IN AN APARTMENT OWNED BY THE SCHOOL OR IN ANY SUCH APARTMENT IN CLOSE PROXIMITY TO THE SCHOOL IN ORDER FOR HIM TO FULFILL HIS RESPONSIBILITIES AS HEAD OF SCHOOL AND TO BE AVAILABLE TO ALL CONSTITUENCIES OF THE SCHOOL ON A TIMELY BASIS WHENEVER REQUIRED. PART I, LINE 4B THE SCHOOL CONTRIBUTES TO A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN FOR THE HEAD OF SCHOOL. TOTAL CONTRIBUTIONS TO THIS PLAN FOR CALENDAR YEAR 2024 WERE $138,471. X 38 375087 PUBLISHED MARKET QUOTES 0 1 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTED ITEMS REPRESENT THE NUMBER OF STOCK DONATIONS RECEIVED FROM DONORS DURING THE YEAR. PART I, LINE 32B: THE SCHOOL USES AN INDEPENDENT FINANCIAL ADVISOR TO SELL DONATED SECURITIES. FORM 990, PART I, LINE 1 THE GOALS OF THE SCHOOL ARE THAT EVERY BOY LEARN FUNDAMENTAL SKILLS, GAIN CONFIDENCE THROUGH DISCIPLINED THOUGHT AND ACTIONS, DEVELOP PERSONAL INTEGRITY AND RESPECT FOR OTHERS, AND DISCOVER THE JOY OF LEARNING AND THE SATISFACTION OF PURSUING EXCELLENCE. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990: THE CHIEF FINANCIAL OFFICER REVIEWS THE FORM 990 AND ALL SCHEDULES AND ATTACHMENTS TO VERIFY ACCURACY. IF THERE ARE ANY QUESTIONS, COMMENTS AND/OR EDITS, HE CONFERS WITH THE TAX PREPARER TO DISCUSS THE ITEMS. PRIOR TO SUBMISSION, THE CHIEF FINANCIAL OFFICER SHARES THE RETURN WITH THE BOARD OF TRUSTEES AND DISCUSSES THE FORM WITH THE SCHOOL'S HEAD OF SCHOOL. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE POLICY: THE SCHOOL HAS A FORMAL WRITTEN CONFLICT-OF-INTEREST POLICY. ANNUALLY, ALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 DETERMINATION OF COMPENSATION: THE HEAD OF SCHOOL'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WHO USE COMPARABLE DATA AND OTHER METRICS TO SET THE COMPENSATION. THE BOARD APPROVES A GENERAL PERCENTAGE SALARY INCREASE FOR OTHER KEY EMPLOYEES AND ALL OTHER EMPLOYEES. THE HEADMASTER, WITH THE INPUT OF OTHER MEMBERS OF THE ADMINISTRATIVE TEAM, THEN USE COMPARABLE DATA IN ORDER TO ALLOCATE THE AVAILABLE FUNDS. FORM 990, PART VI, SECTION C, LINE 18 THE SCHOOL MAKES ITS FORM 1023 AND FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT-OF-INTEREST POLICY ARE DISTRIBUTED INTERNALLY AND ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTIBLE AMOUNTS -47,440.