Civic Intelligence

The Birch Wathen Lenox School

990 • Fiscal year 2015 • EIN 13-3603578

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 12, 2015

210 East 77th StreetNew York, NY 10075

(212) 861-0404

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.54x

Higher debt load relative to assets than 74% of similar nonprofits.

2015 filings • NTEE B • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

56th percentile

0.60x

Higher debt load relative to revenue than 56% of similar nonprofits.

2015 filings • NTEE B • $25M-$50M nonprofits • Source year 2015

Net Margin

41st percentile

4.1%

Higher net margin than 41% of similar nonprofits.

2015 filings • NTEE B • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

90th percentile

$494,395

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2015 filings • NTEE B • $25M-$50M nonprofits • Source year 2015

Asset Growth

69th percentile

4.7%

Faster asset growth than 69% of similar nonprofits.

2015 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

59th percentile

8.9%

Faster revenue growth than 59% of similar nonprofits.

2015 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2014 to 2015

Assets

Up

$32,117,893

Up $1,431,123 (+4.7%) from 2014

Net Assets

Up

$14,704,425

Up $1,199,528 (+8.9%) from 2014

Liabilities

Up

$17,413,468

Up $231,595 (+1.3%) from 2014

Revenue

Up

$29,180,883

Up $2,382,192 (+8.9%) from 2014

Expenses

Up

$27,981,355

Up $97,995 (+0.4%) from 2014

Net Income

Up

$1,199,528

Up $2,284,197 (+211%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0-$10MAssets 2012: $35,096,683Liabilities 2012: $21,630,230Net Assets 2012: $13,466,4532012Assets 2013: $37,726,104Liabilities 2013: $23,136,538Net Assets 2013: $14,589,5662013Assets 2014: $30,686,770Liabilities 2014: $17,181,873Net Assets 2014: $13,504,8972014Assets 2015: $32,117,893Liabilities 2015: $17,413,468Net Assets 2015: $14,704,4252015Assets 2016: $31,983,517Liabilities 2016: $16,937,470Net Assets 2016: $15,046,0472016Assets 2017: $32,323,928Liabilities 2017: $17,343,476Net Assets 2017: $14,980,4522017Assets 2018: $31,903,873Liabilities 2018: $17,140,397Net Assets 2018: $14,763,4762018Assets 2019: $23,698,118Liabilities 2019: $10,024,598Net Assets 2019: $13,673,5202019Assets 2020: $22,888,538Liabilities 2020: $11,157,870Net Assets 2020: $11,730,6682020Assets 2021: $19,822,836Liabilities 2021: $11,687,548Net Assets 2021: $8,135,2882021Assets 2022: $13,392,479Liabilities 2022: $9,335,701Net Assets 2022: $4,056,7782022Assets 2023: $17,149,633Liabilities 2023: $14,943,797Net Assets 2023: $2,205,8362023Assets 2024: $15,069,655Liabilities 2024: $15,728,414Net Assets 2024: -$658,7592024

Highlighted filing

2015

Assets$32,117,893
Liabilities$17,413,468
Net Assets$14,704,425

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2012: $23,890,8562012Revenue 2013: $25,986,716Expenses 2013: $24,863,603Net Income 2013: $1,123,1132013Revenue 2014: $26,798,691Expenses 2014: $27,883,360Net Income 2014: -$1,084,6692014Revenue 2015: $29,180,883Expenses 2015: $27,981,355Net Income 2015: $1,199,5282015Revenue 2016: $29,735,007Expenses 2016: $29,393,385Net Income 2016: $341,6222016Revenue 2017: $30,536,727Expenses 2017: $30,602,322Net Income 2017: -$65,5952017Revenue 2018: $30,849,850Expenses 2018: $31,066,826Net Income 2018: -$216,9762018Revenue 2019: $30,398,727Expenses 2019: $31,488,683Net Income 2019: -$1,089,9562019Revenue 2020: $28,306,667Expenses 2020: $30,249,519Net Income 2020: -$1,942,8522020Revenue 2021: $28,023,586Expenses 2021: $31,618,966Net Income 2021: -$3,595,3802021Revenue 2022: $26,747,840Expenses 2022: $30,800,620Net Income 2022: -$4,052,7802022Revenue 2023: $22,701,975Expenses 2023: $24,587,678Net Income 2023: -$1,885,7032023Revenue 2024: $21,573,708Expenses 2024: $24,471,871Net Income 2024: -$2,898,1632024

Highlighted filing

2015

Revenue$29,180,883
Expenses$27,981,355
Net Income$1,199,528
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 12, 2015
Return Version
2014v6.0
Gross Receipts
$29,180,883
Mission and Program Overview

Mission

Educational programs for children from kindergarten through 12th grade.

Educational programs for students K-12th grade

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$18,356,792$17,230,176▼ $1,126,616
Cash and Non-Interest-Bearing Accounts$3,196,301$5,446,514▲ $2,250,213
Investments Other Securities$5,087,249$5,155,453▲ $68,204
Savings and Temporary Cash Investments$2,000,000$2,000,000→ $0
Pledges and Grants Receivable$494,436$1,042,452▲ $548,016
Accounts Receivable$842,545$589,931▼ $252,614
Prepaid Expenses and Deferred Charges$280,479$246,675▼ $33,804
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Inventories for Sale or Use-$0-
Total Assets$30,686,770$32,117,893▲ $1,431,123
Other Assets Total$428,968$406,692▼ $22,276
Liabilities
Deferred Revenue$8,299,050$8,628,925▲ $329,875
Tax Exempt Bond Liabilities$7,480,678$7,332,916▼ $147,762
Accounts Payable and Accrued Expenses$1,402,145$1,451,627▲ $49,482
Other Liabilities$0$0→ $0
Total Liabilities$17,181,873$17,413,468▲ $231,595
Net Assets / Fund Balance
Unrestricted Net Assets$12,698,699$13,569,579▲ $870,880
Temporarily Rstr Net Assets$485,166$809,814▲ $324,648
Permanently Rstr Net Assets$321,032$325,032▲ $4,000
Total Net Assets Fund Balance$13,504,897$14,704,425▲ $1,199,528
Total Liabilities and Net Assets / Fund Balance$30,686,770$32,117,893▲ $1,431,123

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$24,367,524$0$24,367,524
Land$6,000,000-$6,000,000
Leasehold Improvements$3,492,248$0$3,492,248
Equipment$1,399,400$0$1,399,400
Other Land Buildings$-18,028,996$18,028,996$0
Other Securities$93,708--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$4,321,032$4,000▲ $17,931$0$4,325,032
2013$4,317,032$4,000▲ $1,500$0$4,321,032
2012$4,312,032$5,000▲ $1,500$0$4,317,032
2011$4,275,613$36,419▲ $1,500$0$4,312,032
2010$257,740$4,017,873▲ $1,500$0$4,275,613
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frank CarnabuciHeadmasterFT$484,395$55,706$540,101
Ann GlickmanDirector of financeFT$267,834$36,158$303,992
Janine Hopley KarbonAssistant headFT$259,574$35,043$294,617
Curtis MarchDirector of upper schoolFT$177,360$23,944$201,304
Richard PanDirector of technologyFT$167,799$22,653$190,452
Kevie MichaelHead of the Lower SchoolFT$159,474-$159,474
Susan LeonardDean of StudentsFT$148,840-$148,840
Lee JonesHistory TeacherFT$145,608-$145,608

Board Members and Trustees

NameTitle
Philip SassowerBoard chair
Margaret LehmanBoard vice chair
Brendan DillonBoard member
Diane McKoyBoard member
Judith DeCanioBoard member
Laura BeinnerBoard member
Laurie SchwartzBoard member
Leonard ZelinBoard member
Linda WeinmanBoard member
Natasha BellBoard member
Neil BenedictBoard member
Stephanie Kossar StuartBoard member
Steven HorowitzBoard member
Theza GriesmanBoard member
Alana FrumkesBoard secretary
Stephen CooperBoard treasurer
Eileen Fisherex officio
Hayley Fosterex officio
Revenue and Support

Revenue Composition

Contributions and Grants
$2,706,840
Program Service Revenue
$25,958,456
Investment Income
$288,129
Other Revenue
$227,458
All Other Contributions
$2,223,485
Change in Net Assets
$1,199,528

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,664,424
Revenue Not Reported on Financial Statements
$5,516,459
Revenue Not Reported on Form 990
$232,913
Other Revenue Adjustments
$5,516,459
Total Revenue per Audited Statements
$23,897,337
Total Revenue per Form 990
$29,180,883
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$16,507,252
Other Expenses$5,957,644
Grants and Similar Amounts Paid$5,516,459
Total Fundraising Expense$510,104
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$11,027,888$331,864$148,000$11,507,752
Grants to Domestic Individuals$5,491,459--$5,491,459
Current Officers, Directors, Trustees, and Key Employees$615,884$1,000,000$195,000$1,810,884
Other Employee Benefits$1,650,695$75,302$8,023$1,734,020
Depreciation Depletion$1,388,955$154,329-$1,543,284
Office Expenses$927,292$43,319$84,986$1,055,597
Payroll Taxes$817,941$93,560$24,095$935,596
Pension Plan Contributions$319,000$150,000$50,000$519,000
All Other Expenses$416,586$5,932-$422,518
Occupancy$234,696$26,077-$260,773
Interest$219,864$24,429-$244,293
Insurance$120,220--$120,220
Conferences and Meetings$116,630--$116,630
Travel$115,805--$115,805
Fees for Services Other-$105,625-$105,625
Other Expenses$63,571$7,064$0$70,635
Fees for Services Accounting-$46,600-$46,600
Foreign Grants$25,000--$25,000
Fees for Services Legal-$23,973-$23,973
Total Functional Expenses$25,383,177$2,088,074$510,104$27,981,355

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$27,981,355
Total Expenses per Audited Statements$22,697,809
Expenses per Audited Statements$22,464,896
Expenses Not Reported on Financial Statements$5,516,459
Other Expense Adjustments$5,516,459
Expenses Not Reported on Form 990$232,913
International Activity

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$550,638$550,638$232,913$317,725
Total Events$550,638$550,638$232,913$317,725
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
ABuild Nyc Resource Corporation2014-03-24$7,500,000Addition to school building

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$7,500,000$0$6,085,000$0

Bond Financing Compliance

Form 8038-T filed
Yes
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

The School's Board chair and Board treasurer have an occasional business relationship.

Form 990, Part VI, Section B, Line 11B

The Director of Finance prepares the return, and the independent auditor and the Headmaster review it.

Form 990, Part VI, Section B, Line 12C

The School's conflict of interest policy covers Trustees and key employees of the School. A committee designated by the Board of Trustees is responsible for reviewing potential conflicts of interest and determining whether conflicts exist. The policy states that "A voting member of the Board or of any committee who receives compensation, directly or indirectly, from the School for its services is precluded from voting on any matters pertaining to that person's compensation." Forms are required to be signed by all Trustees and key employees on an annual basis outlining any possible conflicts of interest. Vendor relationships are monitored by the Headmaster and the Director of Finance of the School on an ongoing basis to identify any potential conflicts and refer them to the committee.

Form 990, Part VI, Section B, Line 15

Headmaster compensation is decided upon by the full Board of Trustees, based on information about other Head salaries in comparable institutions. The decision is recorded in the minutes and transmitted in writing. This process was last undertaken in December 2013.

Form 990, Part VI, Section C, Line 19

We furnish these documents upon request.

Filing and Contact Details

Filer

Filer Name
Birch Wathen Lenox School
EIN
13-3603578
Phone
2128610404
Address
210 East 77th Street, New York, NY 10075

Signing Officer

Name
Frank Carnabuci
Title
Headmaster
Phone
2128610404
Signed
2015-11-12

Organization Details

Principal Officer
Philip Sassower
Formed
1991
Legal Domicile
Ny
Voting Board Members
17
Independent Board Members
17
Employees
236
Volunteers
100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

For the audit of FY 2015, the School engaged a new audit firm.

Financial Statement Notes

Schedule D, Part V, Line 4

$4,000,000 has been designated by the Board as endowment. The remainder is a donor-restricted endowment from which the interest is to be expended on a scholarship.

Schedule D, Part X, Line 2

The School is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and, therefore, has made no provisions for Federal or State income taxes in the accompanying financial statements. The School has been determined by the Internal Revenue Service not to be a "private foundation" within the meaning of Section 509(a)(1) of the Internal Revenue Code. Other significant tax positions include its determination of whether any amounts are subject to unrelated business income tax (UBIT). Management determined that the School had no activities subject to UBIT in the years ended June 30, 2015 or 2014. All significant tax positions have been considered by management and it has been determined that all tax positions would be sustained upon examination by taxing authorities. The School is required to file form 990 (Return of Organization Exempt from Income Tax), which is subject to examination by the Internal Revenue Service up to three years from the extended due date of the tax return. The forms 990 for 2012 through 2014 are open to examination by the IRS as of June 30, 2015.

Schedule D, Part XI, Line 2D

Direct cost of special events appears as expense on financial statements.

Schedule D, Part XI, Line 4B

Financial aid is netted against tuition revenue on financial statements ($5,516,459).

Schedule D, Part XII, Line 2D

Direct cost of special events netted against revenue on form 990.

Schedule D, Part XII, Line 4B

Financial aid netted against tuition revenue on financial statements.

Raw XML AppendixShowing 400 of 949 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01402145
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01451627
IRS990/AccountsReceivableGrp/BOYAmt0842545
IRS990/AccountsReceivableGrp/EOYAmt0589931
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Educational programs for students K-12th grade
IRS990/AllOtherContributionsAmt02223485
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05932
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0416586
IRS990/AllOtherExpensesGrp/TotalAmt0422518
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd00
IRS990/BenefitsToMembersGrp/ProgramServicesAmt00
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Birch Wathen Lenox School
IRS990/BooksInCareOfDetail/PhoneNum02128610404
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0210 East 77th Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0New York
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010075
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt03196301
IRS990/CashNonInterestBearingGrp/EOYAmt05446514
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0195000
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt01000000
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0615884
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt01810884
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0116630
IRS990/ConferencesMeetingsGrp/TotalAmt0116630
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02706840
IRS990/CYGrantsAndSimilarPaidAmt05516459
IRS990/CYInvestmentIncomeAmt0288129
IRS990/CYOtherExpensesAmt05957644
IRS990/CYOtherRevenueAmt0227458
IRS990/CYProgramServiceRevenueAmt025958456
IRS990/CYRevenuesLessExpensesAmt01199528
IRS990/CYSalariesCompEmpBnftPaidAmt016507252
IRS990/CYTotalExpensesAmt027981355
IRS990/CYTotalFundraisingExpenseAmt0510104
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt029180883
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt08299050
IRS990/DeferredRevenueGrp/EOYAmt08628925
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0154329
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01388955
IRS990/DepreciationDepletionGrp/TotalAmt01543284
IRS990/Desc0Elementary and secondary education: Provided quality, nurturing education for 580 students K through 12.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0236
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt025383177
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt046600
IRS990/FeesForServicesAccountingGrp/TotalAmt046600
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt023973
IRS990/FeesForServicesLegalGrp/TotalAmt023973
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0105625
IRS990/FeesForServicesOtherGrp/TotalAmt0105625
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt025000
IRS990/ForeignGrantsGrp/TotalAmt025000
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt210
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt220
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt230
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt250
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt103
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt123
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2240
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2340
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2440
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2540
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1810000
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/PersonNm0Natasha Bell
IRS990/Form990PartVIISectionAGrp/PersonNm1Neil Benedict
IRS990/Form990PartVIISectionAGrp/PersonNm2Stephen Cooper
IRS990/Form990PartVIISectionAGrp/PersonNm3Judith DeCanio
IRS990/Form990PartVIISectionAGrp/PersonNm4Eileen Fisher
IRS990/Form990PartVIISectionAGrp/PersonNm5Hayley Foster
IRS990/Form990PartVIISectionAGrp/PersonNm6Alana Frumkes
IRS990/Form990PartVIISectionAGrp/PersonNm7Theza Griesman
IRS990/Form990PartVIISectionAGrp/PersonNm8Laura Beinner
IRS990/Form990PartVIISectionAGrp/PersonNm9Stephanie Kossar Stuart
IRS990/Form990PartVIISectionAGrp/PersonNm10Margaret Lehman
IRS990/Form990PartVIISectionAGrp/PersonNm11Diane McKoy
IRS990/Form990PartVIISectionAGrp/PersonNm12Philip Sassower
IRS990/Form990PartVIISectionAGrp/PersonNm13Laurie Schwartz
IRS990/Form990PartVIISectionAGrp/PersonNm14Linda Weinman
IRS990/Form990PartVIISectionAGrp/PersonNm15Steven Horowitz
IRS990/Form990PartVIISectionAGrp/PersonNm16Leonard Zelin
IRS990/Form990PartVIISectionAGrp/PersonNm17Brendan Dillon
IRS990/Form990PartVIISectionAGrp/PersonNm18Frank Carnabuci
IRS990/Form990PartVIISectionAGrp/PersonNm19Janine Hopley Karbon
IRS990/Form990PartVIISectionAGrp/PersonNm20Ann Glickman
IRS990/Form990PartVIISectionAGrp/PersonNm21Richard Pan
IRS990/Form990PartVIISectionAGrp/PersonNm22Curtis March
IRS990/Form990PartVIISectionAGrp/PersonNm23Kevie Michael
IRS990/Form990PartVIISectionAGrp/PersonNm24Lee Jones
IRS990/Form990PartVIISectionAGrp/PersonNm25Susan Leonard
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18484395
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19259574
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20267834
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21167799
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22177360
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23159474
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24145608
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25148840
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt4ex officio
IRS990/Form990PartVIISectionAGrp/TitleTxt5ex officio
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board vice chair
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board chair
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board member
IRS990/Form990PartVIISectionAGrp/TitleTxt18Headmaster
IRS990/Form990PartVIISectionAGrp/TitleTxt19Assistant head
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director of finance
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director of technology
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director of upper school
IRS990/Form990PartVIISectionAGrp/TitleTxt23Head of the Lower School
IRS990/Form990PartVIISectionAGrp/TitleTxt24History Teacher
IRS990/Form990PartVIISectionAGrp/TitleTxt25Dean of Students
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0317725
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0216618
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GovernmentGrantsAmt0165630
IRS990/GrantAmt05516459
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt05491459
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt05491459
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0216618
IRS990/GrossReceiptsAmt029180883
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt027
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt0120220
IRS990/InsuranceGrp/TotalAmt0120220
IRS990/InterestGrp/ManagementAndGeneralAmt024429
IRS990/InterestGrp/ProgramServicesAmt0219864
IRS990/InterestGrp/TotalAmt0244293
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt071511
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt071511
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05087249
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05155453
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt042
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt018028996
IRS990/LandBldgEquipBasisNetGrp/BOYAmt018356792
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017230176
IRS990/LandBldgEquipCostOrOtherBssAmt035259172
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0126358
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0126358
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0Educational programs for students K-12th grade
IRS990/MoreThan5000KToIndividualsInd01
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013504897
IRS990/NetAssetsOrFundBalancesEOYAmt014704425
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0216618
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0216618
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt026077
IRS990/OccupancyGrp/ProgramServicesAmt0234696
IRS990/OccupancyGrp/TotalAmt0260773
IRS990/OfficeExpensesGrp/FundraisingAmt084986
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt043319
IRS990/OfficeExpensesGrp/ProgramServicesAmt0927292

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.1$15.7$0.66$21.6$24.5$2.90
2023Detailed filing. Detailed filing data is available for this year.$17.1$14.9$2.21$22.7$24.6$1.89
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$9.34$4.06$26.7$30.8$4.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$11.7$8.14$28.0$31.6$3.60
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.9$11.2$11.7$28.3$30.2$1.94
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.7$10.0$13.7$30.4$31.5$1.09
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.9$17.1$14.8$30.8$31.1$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.3$17.3$15.0$30.5$30.6$0.07
2016Detailed filing. Detailed filing data is available for this year.$32.0$16.9$15.0$29.7$29.4$0.34
2015Detailed filing. Detailed filing data is available for this year.$32.1$17.4$14.7$29.2$28.0$1.20
2014Detailed filing. Detailed filing data is available for this year.$30.7$17.2$13.5$26.8$27.9$1.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.7$23.1$14.6$26.0$24.9$1.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.1$21.6$13.5$23.9
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • NTEE B20Z • $25M-$50M nonprofits