Civic Intelligence

St. Stephens School Corporation

990 • Fiscal year 2017 • EIN 98-0013401

Sep 01, 2016 to Aug 31, 2017 • Filed on Jul 12, 2018

15 Gramercy Park SoNew York, NY 10003

(212) 505-7409

Siviq Scores

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

Liabilities / Assets

79th percentile

0.62x

Higher debt load relative to assets than 79% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

77th percentile

0.88x

Higher debt load relative to revenue than 77% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

56th percentile

4.6%

Higher net margin than 56% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

67th percentile

$231,954

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

90th percentile

32%

Faster asset growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$15,787,387

Up $3,789,813 (+32%) from 2016

Net Assets

Up

$6,035,804

Up $1,235,025 (+26%) from 2016

Liabilities

Up

$9,751,583

Up $2,554,788 (+35%) from 2016

Revenue

Up

$11,124,872

Up $1,178,315 (+12%) from 2016

Expenses

Up

$10,613,523

Up $1,266,195 (+14%) from 2016

Net Income

Down

$511,349

Down $87,880 (-15%) from 2016

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $9,694,258Liabilities 2011: $6,437,598Net Assets 2011: $3,256,6602011Assets 2012: $9,302,011Liabilities 2012: $5,674,275Net Assets 2012: $3,627,7362012Assets 2013: $10,061,621Liabilities 2013: $5,841,309Net Assets 2013: $4,220,3122013Assets 2014: $11,384,061Liabilities 2014: $6,582,150Net Assets 2014: $4,801,9112014Assets 2015: $11,152,578Liabilities 2015: $6,421,771Net Assets 2015: $4,730,8072015Assets 2016: $11,997,574Liabilities 2016: $7,196,795Net Assets 2016: $4,800,7792016Assets 2017: $15,787,387Liabilities 2017: $9,751,583Net Assets 2017: $6,035,8042017Assets 2018: $17,150,883Liabilities 2018: $9,908,745Net Assets 2018: $7,242,1382018Assets 2019: $18,266,685Liabilities 2019: $10,138,046Net Assets 2019: $8,128,6392019Assets 2020: $20,663,959Liabilities 2020: $11,267,878Net Assets 2020: $9,396,0812020Assets 2021: $22,745,119Liabilities 2021: $11,943,295Net Assets 2021: $10,801,8242021Assets 2022: $20,842,291Liabilities 2022: $12,322,862Net Assets 2022: $8,519,4292022Assets 2023: $22,854,661Liabilities 2023: $13,110,582Net Assets 2023: $9,744,0792023Assets 2024: $25,709,589Liabilities 2024: $14,177,930Net Assets 2024: $11,531,6592024

Highlighted filing

2017

Assets$15,787,387
Liabilities$9,751,583
Net Assets$6,035,804

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $9,483,839Expenses 2011: $9,151,229Net Income 2011: $332,6102011Expenses 2012: $8,330,0422012Expenses 2013: $8,904,5932013Revenue 2014: $10,400,167Expenses 2014: $10,055,366Net Income 2014: $344,8012014Revenue 2015: $9,125,548Expenses 2015: $8,988,062Net Income 2015: $137,4862015Revenue 2016: $9,946,557Expenses 2016: $9,347,328Net Income 2016: $599,2292016Revenue 2017: $11,124,872Expenses 2017: $10,613,523Net Income 2017: $511,3492017Revenue 2018: $12,433,843Expenses 2018: $11,141,111Net Income 2018: $1,292,7322018Revenue 2019: $11,196,361Expenses 2019: $10,505,931Net Income 2019: $690,4302019Revenue 2020: $11,497,885Expenses 2020: $11,384,566Net Income 2020: $113,3192020Revenue 2021: $12,506,958Expenses 2021: $11,414,589Net Income 2021: $1,092,3692021Revenue 2022: $10,138,483Expenses 2022: $10,387,863Net Income 2022: -$249,3802022Revenue 2023: $11,457,966Expenses 2023: $11,404,799Net Income 2023: $53,1672023Revenue 2024: $14,517,722Expenses 2024: $13,144,805Net Income 2024: $1,372,9172024

Highlighted filing

2017

Revenue$11,124,872
Expenses$10,613,523
Net Income$511,349
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jul 12, 2018
Return Version
2016v3.0
Gross Receipts
$15,775,744
Mission and Program Overview

Mission

Revenues provide for the primary objectives of the school: academic excellence, the fostering of sense of fellowship among students and faculty, and the promotion of students as independent, responsible and responsive contributing members of the larger world community.

Educational (high school)

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,903,196$8,389,205▲ $3,486,009
Rtn Earn Endowment Incm Other Fnds$4,800,779$6,035,804▲ $1,235,025
Cash and Non-Interest-Bearing Accounts$5,797,618$4,577,124▼ $1,220,494
Land, Buildings, and Equipment, Net$422,795$2,027,521▲ $1,604,726
Prepaid Expenses and Deferred Charges$755,240$471,263▼ $283,977
Pledges and Grants Receivable-$238,076-
Accounts Receivable$118,725$84,198▼ $34,527
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$11,997,574$15,787,387▲ $3,789,813
Liabilities
Deferred Revenue$4,282,507$5,543,158▲ $1,260,651
Other Liabilities$2,371,582$3,764,446▲ $1,392,864
Accounts Payable and Accrued Expenses$542,706$443,979▼ $98,727
Total Liabilities$7,196,795$9,751,583▲ $2,554,788
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,800,779$6,035,804▲ $1,235,025
Total Liabilities and Net Assets / Fund Balance$11,997,574$15,787,387▲ $3,789,813

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,699,961$6,840,241$8,540,202
Other Land Buildings$100,263$340,272$440,535
Equipment$227,297$204,037$431,334
Other Securities$8,389,205--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric MayerHead of SchoolFT$231,954-$231,954
Robert HolcombDirector of DevelopmentFT$150,000-$150,000
Agnes MartinBoard of Trustee/Faculty Rep--$62,511$62,511

Board Members and Trustees

NameTitle
Jeffrey SchonChairman
Daniela SalvioniFirst Vice Chair
Rohit Thomas AggarwalaSecond Vice Chair
Carina CourtrightBoard of Trustee
Christian BastianBoard of Trustee
David SadoffBoard of Trustee
Dina KaplanBoard of Trustee
Duncan PollockBoard of Trustee
Elizabeth MorrisBoard of Trustee
Erica M DornburgBoard of Trustee
George KlopferBoard of Trustee
Gina GambinoBoard of Trustee
Harry Charles Mills ScioBoard of Trustee
Harvey StoneBoard of Trustee
Helen HannickBoard of Trustee
Samantha LottiBoard of Trustee
Sandra CraigBoard of Trustee
Sarah Ely KellyBoard of Trustee
Stephen AltschulBoard of Trustee
Tina RocchioBoard of Trustee
William GruyBoard of Trustee
Massimo ElserExecutive Treasurer
Deborah PackerSecretary
Richard M RouthierTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Vivenda SPACatering & Food ServiceVia Francesco Antolisei 25, Roma, Italy, It$464,727
Meg Lavori SRLSBuilding MaintenanceViale Angelico 163, Roma, Italy, It$134,353
Revenue and Support

Revenue Composition

Contributions and Grants
$230,982
Program Service Revenue
$10,437,187
Investment Income
$91,510
Other Revenue
$365,193
All Other Contributions
$188,915
Change in Net Assets
$511,349

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$33,505Fair Market Value (FMV)
Other Non Cash Contri Table1$3,500Fair Market Value (FMV)
Total Noncash Contributions6$37,005-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,482,102
Revenue Not Reported on Financial Statements
$642,770
Revenue Not Reported on Form 990
$1,067,328
Other Revenue Adjustments
$642,770
Total Revenue per Audited Statements
$11,549,430
Total Revenue per Form 990
$11,124,872
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,791,207
Other Expenses$4,160,121
Grants and Similar Amounts Paid$662,195
Total Fundraising Expense$304,242
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,577,922$1,725,454$164,591$5,467,967
Occupancy$525,381$242,483$40,414$808,278
Foreign Grants$662,195--$662,195
All Other Expenses$387,415$67,823$8,887$464,125
Other Expenses$603,137$443,048$62,655$443,048
Current Officers, Directors, Trustees, and Key Employees$167,712$155,528-$323,240
Depreciation Depletion$216,222$40,542$13,514$270,278
Fees for Services Accounting$14,181$113,448$14,181$141,810
Fees for Services Other$58,223--$58,223
Fees for Services Legal$5,794$52,143-$57,937
Fees for Service Investment Mgmnt Fees-$56,928-$56,928
Total Functional Expenses$7,231,918$3,077,363$304,242$10,613,523

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,613,523
Total Expenses per Audited Statements$10,314,405
Expenses per Audited Statements$9,951,328
Expenses Not Reported on Financial Statements$662,195
Other Expense Adjustments$662,195
Expenses Not Reported on Form 990$363,077
International Activity

International Summary

Offices
1
Employees
87
Spending
$10,584,020

International Compliance

Foreign grant records maintained
No
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

International Activities

RegionActivityServicesOfficesEmployeesSpending
rome, italyProgram ServicesEducation187$10,584,020
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$19,425
Fundraising Gross Income$12,000
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Benefit Dinner$29,360$12,000$1,626$10,374
Total Events$29,360$12,000$19,425$-7,425
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$1,955,074
Long-term Liability - Tfr$1,809,372
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 8B

The organization does not have committees who have the authority to act on behalf of the governing body.

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

The 990 is prepared by the external auditor and is submitted to the chairman and certain members of management for comment/review and approval. The 990 is then distributed to the board of trustees prior to filing.

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

When an actual, perceived, or potential conflict is identified by any person, such person or Board member must fully disclose the conflict to the Board chair and, where appropritate, to all board or committee/taskforce members. The chair develops an appropriate response, including, where necessary, disqualification from voting and discussion, and any remedial action. The board, committee, or taskforce must agree in majority on the option or combination of options to be taken in any given conflict of interest situation.

Form 990, Part VI, Section B, line 15

The Chairman of the Board and the Head of the Search Committee/Trustee negotiated the Head of School's written employment contract. The Board of Trustees approved the Head of School's hiring after the employment contract was negotiated and finalized. Each year, the Board reviews the Head of School's performance evaluation and approves any discretionary bonus offered.

Form 990, Part VI, Section C, line 19

The school's policy manual is available via digital or hard copy upon request.

Filing and Contact Details

Filer

Filer Name
St Stephen's School
EIN
98-0013401
Phone
2125057409
Address
15 Gramercy Park So, New York, NY 10003

Signing Officer

Name
Jeffrey Schon
Title
Chairman, Board of Trustees
Phone
2125057409
Signed
2018-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Schon
Formed
1962
Legal Domicile
Ct
Voting Board Members
26
Independent Board Members
24
Employees
17
Volunteers
32

Preparer

Firm
BST & Co CPAs LLP
Address
26 Computer Drive West, Albany, NY 12205
Preparer
Judy a Cahee
Phone
5184596700
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

currency exchange rate -335,652.

Financial Statement Notes

Part X, Line 2:

St. Stephen's is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code and comparable New York State law. St. Stephen's has been classified as a publicly-supported organization that is not a private foundation under Section 509(a) of the Code. St. Stephen's files a Form 990 annually with the Internal Revenue Service. When annual returns are filed, some tax positions taken are highly certain to be sustained upon examination by the taxing authorities, while other tax positions are subject to uncertainty about the technical merits of the position or amount of the position's tax benefit that would ultimately be sustained. Management evaluated St. Stephen's tax positions, including that St. Stephen's is exempt from taxes and not subject to income taxes on unrelated business income, and concluded that St. Stephen's had taken no tax positions that required adjustment in its financial statements as of August 31, 2017.

Part XI, Line 2D - Other Adjustments:

Prior Period Adjustments 556,183.

Part XI, Line 4B - Other Adjustments:

Financial Aid and Discounts 662,195. Fundraising event expense -19,425.

Part XII, Line 2D - Other Adjustments:

Fundraising event expense 19,425.

Part XII, Line 4B - Other Adjustments:

Financial Aid and Discounts 662,195.

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
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/OtherCompensationAmt1662511
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/PersonNm0Rohit Thomas Aggarwala
IRS990/Form990PartVIISectionAGrp/PersonNm1Stephen Altschul
IRS990/Form990PartVIISectionAGrp/PersonNm2Christian Bastian
IRS990/Form990PartVIISectionAGrp/PersonNm3Gina Gambino
IRS990/Form990PartVIISectionAGrp/PersonNm4Tina Rocchio
IRS990/Form990PartVIISectionAGrp/PersonNm5Carina Courtright
IRS990/Form990PartVIISectionAGrp/PersonNm6Sandra Craig
IRS990/Form990PartVIISectionAGrp/PersonNm7Erica M Dornburg
IRS990/Form990PartVIISectionAGrp/PersonNm8Massimo Elser
IRS990/Form990PartVIISectionAGrp/PersonNm9William Gruy
IRS990/Form990PartVIISectionAGrp/PersonNm10Helen Hannick
IRS990/Form990PartVIISectionAGrp/PersonNm11Dina Kaplan
IRS990/Form990PartVIISectionAGrp/PersonNm12Sarah Ely Kelly
IRS990/Form990PartVIISectionAGrp/PersonNm13George Klopfer
IRS990/Form990PartVIISectionAGrp/PersonNm14Samantha Lotti
IRS990/Form990PartVIISectionAGrp/PersonNm15Eric Mayer
IRS990/Form990PartVIISectionAGrp/PersonNm16Agnes Martin
IRS990/Form990PartVIISectionAGrp/PersonNm17Harry Charles Mills Scio
IRS990/Form990PartVIISectionAGrp/PersonNm18Elizabeth Morris
IRS990/Form990PartVIISectionAGrp/PersonNm19DEBORAH PACKER
IRS990/Form990PartVIISectionAGrp/PersonNm20Duncan Pollock
IRS990/Form990PartVIISectionAGrp/PersonNm21Richard M Routhier
IRS990/Form990PartVIISectionAGrp/PersonNm22David Sadoff
IRS990/Form990PartVIISectionAGrp/PersonNm23Daniela Salvioni
IRS990/Form990PartVIISectionAGrp/PersonNm24Jeffrey Schon
IRS990/Form990PartVIISectionAGrp/PersonNm25Harvey Stone
IRS990/Form990PartVIISectionAGrp/PersonNm26Robert Holcomb
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/ReportableCompFromOrgAmt15231954
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26150000
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/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/TitleTxt0Second Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board of Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board of Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board of Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board of Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board of Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board of Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board of Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Executive Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board of Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board of Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board of Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board of Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board of Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board of Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board of Trustee/Faculty Rep
IRS990/Form990PartVIISectionAGrp/TitleTxt17Board of Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Board of Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt19Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt20Board of Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt21Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt22Board of Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt23First Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt24Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt25Board of Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt26Director of Development
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt017360
IRS990/FundraisingDirectExpensesAmt019425
IRS990/FundraisingGrossIncomeAmt012000
IRS990/GainOrLossGrp/SecuritiesAmt0-41698
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GovernmentGrantsAmt024707
IRS990/GrantAmt0662195
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04589749
IRS990/GrossReceiptsAmt015775744
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0133208
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0133208
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04903196
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08389205
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07384550
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0422795
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02027521
IRS990/LandBldgEquipCostOrOtherBssAmt09412071
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04631447
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0REVENUES PROVIDE FOR THE PRIMARY OBJECTIVES OF THE SCHOOL: ACADEMIC EXCELLENCE, THE FOSTERING A OF SENSE OF FELLOWSHIP AMONG STUDENTS AND FACULTY, AND THE PROMOTION OF STUDENTS AS INDEPENDENT, RESPONSIBLE AND RESPONSIVE CONTRIBUTING MEMBERS OF THE LARGER WORLD COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd01
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04800779
IRS990/NetAssetsOrFundBalancesEOYAmt06035804
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-41698
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-41698
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-7425
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-7425
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0503145
IRS990/NoncashContributionsAmt037005
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt040414
IRS990/OccupancyGrp/ManagementAndGeneralAmt0242483
IRS990/OccupancyGrp/ProgramServicesAmt0525381
IRS990/OccupancyGrp/TotalAmt0808278
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-335652
IRS990/OtherExpensesGrp/Desc0student activities
IRS990/OtherExpensesGrp/Desc1general administration
IRS990/OtherExpensesGrp/Desc2Student Services
IRS990/OtherExpensesGrp/Desc3External Affairs
IRS990/OtherExpensesGrp/FundraisingAmt062655
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0179966
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1443048
IRS990/OtherExpensesGrp/ProgramServicesAmt0637803
IRS990/OtherExpensesGrp/ProgramServicesAmt1375933
IRS990/OtherExpensesGrp/ProgramServicesAmt2603137
IRS990/OtherExpensesGrp/TotalAmt0637803
IRS990/OtherExpensesGrp/TotalAmt1618554
IRS990/OtherExpensesGrp/TotalAmt2603137
IRS990/OtherExpensesGrp/TotalAmt3443048
IRS990/OtherLiabilitiesGrp/BOYAmt02371582
IRS990/OtherLiabilitiesGrp/EOYAmt03764446
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0372618
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0372618
IRS990/OtherRevenueTotalAmt0372618
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0164591
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01725454

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.7$14.2$11.5$14.5$13.1$1.37
2023Summary only. Only limited summary data is available for this year.$22.9$13.1$9.74$11.5$11.4$0.05
2022Summary only. Only limited summary data is available for this year.$20.8$12.3$8.52$10.1$10.4$0.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$11.9$10.8$12.5$11.4$1.09
2020Summary only. Only limited summary data is available for this year.$20.7$11.3$9.40$11.5$11.4$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.3$10.1$8.13$11.2$10.5$0.69
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.2$9.91$7.24$12.4$11.1$1.29
2017Detailed filing. Detailed filing data is available for this year.$15.8$9.75$6.04$11.1$10.6$0.51
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$7.20$4.80$9.95$9.35$0.60
2015Detailed filing. Detailed filing data is available for this year.$11.2$6.42$4.73$9.13$8.99$0.14
2014Detailed filing. Detailed filing data is available for this year.$11.4$6.58$4.80$10.4$10.1$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$5.84$4.22$8.90
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.30$5.67$3.63$8.33
2011Summary only. Only limited summary data is available for this year.$9.69$6.44$3.26$9.48$9.15$0.33