2024-05-13T18:14:58-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2022-07-01 131740454 THE HARVEY SCHOOL HARV 9142323161 260 JAY ST KATONAH NY 10536 WILLIAM J KNAUER HEAD OF SCHOOL 9142323161 2024-04-25 1 WILLIAM KNAUER 999009999 0 MALLORY GOOD P01704765 2156433900 2024-05-08 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM J KNAUER 260 JAY ST KATONAH NY 10536 23388259 0 X WWW.HARVEYSCHOOL.ORG X NY STATE GOVERNMENTAL ENTITY 1916 NY A COEDUCATIONAL COLLEGE-PREPARATORY SCHOOL FOR STUDENTS IN GRADES 6-12. 21 20 189 38 263896 0 3249349 1915280 19152767 19698728 138397 115263 -24275 62001 22516238 21791272 2876406 3079086 0 0 10908828 11515398 16000 143000 1492829 5857917 6759354 19659151 21496838 2857087 294434 30983557 32452273 11870309 12437913 19113248 20014360 X THE HARVEY SCHOOL PROVIDES A COLLEGE-PREPARATORY PROGRAM THAT FOSTERS LIFELONG LEARNING AND INSPIRES STUDENTS TO DEVELOP THE CONFIDENCE AND LEADERSHIP QUALITIES NECESSARY TO SUCCEED IN A DIVERSE, COMPETITIVE AND CHANGING WORLD (CONTINUED ON SCHEDULE O). WITH OUR COMMITMENT TO SMALL CLASS SIZE, OUR COMMUNITY CULTIVATES THE STRENGTHS OF EACH STUDENT THROUGH ACADEMIC EXCELLENCE, ARTISTIC EXPLORATION, ATHLETIC ACHIEVEMENT, COMMUNITY SERVICE AND GLOBAL UNDERSTANDING. 0 0 15460926 3079086 18582661 EDUCATIONAL AND SCHOLASTIC PROGRAMS: THE HARVEY SCHOOL OFFERS A TRADITIONAL COLLEGE-PREPARATORY CURRICULUM FOR GRADES 6-12, WITH AN OPTIONAL 5-DAY RESIDENTIAL PROGRAM FOR STUDENTS IN GRADES 9-12, THAT INSPIRES CRITICAL AND CREATIVE THINKING WHILE INSTILLING AND NURTURING THE VALUES OF SELF-RESPECT AND SELF-RELIANCE. THE STUDENT BODY IS DIVERSE AND CONSISTS OF A WIDE RANGE OF ACADEMIC BACKGROUNDS AND ABILITIES. CLASSES RANGE IN LEVELS FROM BASIC SKILLS TO HONORS TO ADVANCED PLACEMENT SO EVERY STUDENT IS CHALLENGED AND MOTIVATED TO REACH HIS OR HER FULL POTENTIAL. SMALL CLASS SIZES ENSURE THAT FACULTY ARE ABLE TO WORK CLOSELY WITH STUDENTS IN AND OUT OF THE CLASSROOM AS THEY MASTER AND INTERNALIZE CONTENT (CONTINUED ON SCHEDULE O).OUR SIGNATURE PROGRAMS ALLOW STUDENTS TO EXPLORE INTERESTS AND PASSIONS BEYOND TYPICAL ACADEMIC OFFERINGS, GIVING THEM THE OPPORTUNITY TO EXPAND THEIR INTELLECTUAL AND GLOBAL KNOWLEDGE. 390418 0 587915 SUMMER PROGRAMS: CHILDREN IN GRADES 1-9 CAN PURSUE THEIR PASSION, CHOOSING FROM PROGRAMS AND ACTIVITIES THAT FIT THEIR INTERESTS. GUIDED BY SKILLED EDUCATORS AND EXPERIENCED PROFESSIONALS, CHILDREN DEVELOP THE CONFIDENCE THAT COMES FROM MASTERING NEW PURSUITS AND MEETING OTHERS WITH SIMILAR INTERESTS. CHILDREN ARE ENCOURAGED TO EXPLORE, CREATE, DISCOVER AND LEARN THROUGH A MIX OF ACTIVE, CREATIVE, INDOOR AND OUTDOOR ACTIVITIES INCLUDING: TECHNOLOGY, ROBOTICS, ATHLETICS, CIRCUS ARTS, THEATER, DANCE, FINE ARTS, NATURE AND MUCH MORE. 390223 0 264256 ICE SKATING RINK PROGRAMS: THE FULLY ENCLOSED ICE RINK IS HOME TO HARVEY HOCKEY AND ALSO OFFERS A VARIETY OF INSTRUCTIONAL SKATING PROGRAMS INCLUDING FIGURE, FREE STYLE, SYNC, HOCKEY AND RECREATIONAL SKATING. THE ARENA OPERATES ALL YEAR ROUND AND WAS BUILT TO SERVE NOT ONLY THE HARVEY COMMUNITY BUT THE GREATER BEDFORD-KATONAH COMMUNITY. 16241567 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 97 0 189 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X THE HARVEY SCHOOL 9142323161 260 JAY STREET KATONAH NY 10536 WILLIAM J KNAUER PRESIDENT & HEAD OF SCHOOL 40.00 X 290733 0 85197 PHILIP LAZZARO HEAD OF UPPER SCHOOL 40.00 X 152508 0 74887 BRENDAN BYRNE HEAD OF MIDDLE SCHOOL 40.00 X 148075 0 4611 BARRY W FENSTERMACHER FORMER HEADMASTER 3.00 X 143368 0 22880 VINCENT ALEXANDER CHAIRMAN OF THE PERFORMING ARTS 40.00 X 131869 0 73027 JAMES SKRIP DIR OF FIN & OPS -RESIGNED DEC '22 40.00 X 146914 0 16928 RICHARD RYERSON DIRECTOR OF BUILDINGS & GROUNDS 40.00 X 137279 0 66074 SUSIE DANZINGER DIRECTOR OF DEVELOPMENT 40.00 X 136875 0 38879 EILEEN WALKER CHAIR 6.00 X X 0 0 0 PHILIP BOWERS VICE CHAIR 3.00 X X 0 0 0 ANDREA TESSLER TREASURER 3.00 X X 0 0 0 JERRI-LYNN GALGANO SECRETARY 3.00 X X 0 0 0 LARA CASANO TRUSTEE 1.50 X 0 0 0 KEVIN DURKIN TRUSTEE 1.50 X 0 0 0 ASHLEY FOOTE TRUSTEE 1.50 X 0 0 0 JONATHAN KASS TRUSTEE 1.50 X 0 0 0 EDWARD KELLY TRUSTEE 1.50 X 0 0 0 RONICE LATTA TRUSTEE 1.50 X 0 0 0 WENDY LEDERER TRUSTEE 1.50 X 0 0 0 DONNA LEONE TRUSTEE 1.50 X 0 0 0 LINDSEY LYNCH TRUSTEE 1.50 X 0 0 0 JOSEPH PLUMMER TRUSTEE 1.50 X 0 0 0 ELIZABETH SCHWARTZ TRUSTEE 1.50 X 0 0 0 WALLACE SCHWARTZ TRUSTEE 1.50 X 0 0 0 DAWANNA VENEABLE TRUSTEE 1.50 X 0 0 0 CLIFFORD WALLACH TRUSTEE 1.50 X 0 0 0 JENNIFER WATERHOUSE-COOPER TRUSTEE 1.50 X 0 0 0 J ERIC WISE TRUSTEE 1.50 X 0 0 0 1287621 0 382483 18 1 1 0 COMPASS GROUP DBA FLIK HOSPITALITY GROUP PO BOX 417632 BOSTON MA 022417632 FOOD SERVICE PROVIDER 821632 BELMONT LAND DESIGN LLC 1 SPRING HILL LANE SOUTH SALEM NY 10590 GROUNDS MAINTENANCE 256593 WAYNE FAZZINGA 39 BABBITT ROAD BEDFORD HILLS NY 10507 ROOFING 209074 MAY JANITORIAL PO BOX 1263 PORT CHESTER NY 10573 CLEANING SERVICES 165950 RED OAK TRANSPORTATION INC 400 COLUMBUS AVENUE SUITE 160E VALHALLA NY 10595 STUDENT TRANSPORTATION 143010 6 189187 1726093 1915280 TUITION AND FEES 611710 17866862 17866862 STUDENT ACTIVITIES 611710 715799 715799 SUMMER PROGRAMS 611710 587915 587915 SKATING ACTIVITIES 713990 528152 264256 263896 19698728 122281 122281 114764 0 114764 114764 114764 1522506 1529524 -7018 -7018 -7018 14700 189187 67463 -52763 -52763 21791272 19434832 263896 177264 3079086 3079086 581932 104269 373394 104269 8113422 6236104 1382281 495037 206129 158393 36385 11351 1870943 1385318 364569 121056 742972 543764 148742 50466 39385 9846 22056 7483 46857 11714 26240 8903 143000 143000 3958 3958 373812 129204 146414 98194 225339 56335 126190 42814 699227 173506 388657 137064 497674 364236 99634 33804 235192 172131 47086 15975 792251 579830 158608 53813 372042 272289 74482 25271 PROGRAM EXPENSES 1043434 1043434 FOOD SERVICES 762079 762079 REPAIRS & MAINTENANCE 722607 528859 144665 49083 STUDENT ACTIVITIES 503090 503090 442407 128080 219081 95246 21496838 16241567 3762442 1492829 426567 1360069 5115906 5788834 829415 895006 2235897 2110055 16000 4000 98952 73776 92153 110870 30186456 14256081 15763231 15930375 5483529 5061656 269583 287320 652324 830312 30983557 32452273 798919 1203558 4687027 4914515 6384363 6154511 0 165329 11870309 12437913 X 9522565 9053322 9590683 10961038 19113248 20014360 30983557 32452273 X 294434 590937 15741 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6603423 83638 669561 263543 7093079 7389436 25898 -585123 226788 6603423 6280863 111856 1204726 208009 7389436 6277668 15256 132219 144280 6280863 5605376 357711 425130 93840 16709 6277668 0.01984 0.98016 0.00000 1 0 1193274 1193274 25381415 12141479 13239936 2564774 2114602 450172 1046993 1046993 15930375 LEASE LIABILITY 165329 165329 X 19314906 590937 -3063345 -2472408 21787314 3958 3958 21791272 18413794 0 18413794 3958 3079086 3083044 21496838 PART V, LINE 4: THE SCHOOL'S ENDOWMENT FUNDS ARE COMPRISED OF DONOR-RESTRICTED ENDOWMENT FUNDS AS WELL AS FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR: PROFESSIONAL DEVELOPMENT, FINANCIAL AID TO STUDENTS AND FUNDING FOR THE SCHOOL'S LIBRARY. PART X, LINE 2: THE HARVEY SCHOOL IS ORGANIZED AS A NEW YORK NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3) AND QUALIFYING FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER IRC SECTION 170(B)(1)(A)(II), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER IRC SECTIONS 509(A)(1). THE SCHOOL IS ANNUALLY REQUIRED TO FILE A RETURN OF AN ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ENTITY IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. WE HAVE DETERMINED THAT THE SCHOOL HAS BEEN SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID TO STUDENTS -3,079,086. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 15,741. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID TO STUDENTS 3,079,086. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY IS PUBLISHED ANNUALLY IN LOCAL NEWSPAPERS AND DISPLAYED ON THE HOMEPAGE OF OUR WEBSITE. X X X X X 1 THE ANGELETTI GROUP LLC 365 SOUTH STREET SUITE 100 MORRISTOWN NJ 07960 PROFESSIONAL FUNDRAISING CONSULTING SERVICES 0 0 143000 0 143000 NY PARENT ASSOCIATION ANNUAL BENEFIT 203887 189187 14700 21810 1800 43853 203887 189187 14700 21810 1800 43853 67463 -52763 1 NEED BASED FINANCIAL AID 109 2956182 CASH VALUE NEED-BASED SCHOLARSHIPS CREDITED TO STUDENT ACCOUNTS PART I, LINE 2: ALL FINANCIAL AID IS APPLIED DIRECTLY TO STUDENT ACCOUNTS AS PART OF THE SCHOOL'S FINANCIAL RECORDS, NO FUNDS ARE RELEASED TO RECIPIENTS, AS SUCH THE SCHOOL IS ABLE TO ENSURE ALL FUNDING IS USED FOR ITS INTENDED PURPOSE. AWARDS ARE MADE IN AN OBJECTIVE AND NONDISCRIMINATORY MANNER. X X X 1 1 X X X 0 0 0 0 0 0 0 0 0 WILLIAM J KNAUER PRESIDENT & HEAD OF SCHOOL 290733 0 0 0 0 0 11961 0 73236 0 375930 0 0 0 PHILIP LAZZARO HEAD OF UPPER SCHOOL 152508 0 0 0 0 0 6255 0 68632 0 227395 0 0 0 BRENDAN BYRNE HEAD OF MIDDLE SCHOOL 148075 0 0 0 0 0 4371 0 240 0 152686 0 0 0 BARRY W FENSTERMACHER FORMER HEADMASTER 143368 0 0 0 0 0 5804 0 17076 0 166248 0 0 0 VINCENT ALEXANDER CHAIRMAN OF THE PERFORMING ARTS 131869 0 0 0 0 0 0 0 73027 0 204896 0 0 0 JAMES SKRIP DIR OF FIN & OPS -RESIGNED DEC '22 146914 0 0 0 0 0 5961 0 10967 0 163842 0 0 0 RICHARD RYERSON DIRECTOR OF BUILDINGS & GROUNDS 137279 0 0 0 0 0 5583 0 60491 0 203353 0 0 0 SUSIE DANZINGER DIRECTOR OF DEVELOPMENT 136875 0 0 0 0 0 5852 0 33027 0 175754 0 0 0 PART I, LINE 1A WILLIAM J. KNAUER RECEIVES A BENEFIT OF LIVING IN THE ON-CAMPUS SCHOOL-OWNED HOUSE WHERE THE SCHOOL PAYS THE MORTGAGE, UTILITIES AND MAINTENANCE OF THE HOME, INCLUDING A WEEKLY CLEANING SERVICE FOR THE HOUSE OF $150/WEEK. THE HOUSING IS PROVIDED ON CAMPUS FOR THE CONVENIENCE OF THE EMPLOYER AND IS A REQUIRED CONDITION OF EMPLOYMENT, AS SUCH IT IS DEEMED A WORKING CONDITION FRINGE BENEFIT OF QUALIFIED CAMPUS LODGING, AND IS NOT INCLUDED IN W-2 COMPENSATION BUT IS VALUED AS OF $44,604 AND INCLUDED IN D, NONTAXABLE BENEFITS. WILLIAM J. KANUER IS ALSO REIMBURSED FOR MEMBERSHIP AT THE BEDFORD GOLF AND TENNIS CLUB OF $753 ANNUAL DUES. THIS IS CONSIDERED A FRINGE BENEFIT AND IS NOT INCLUDED IN W-2 COMPENSATION. PART I, LINE 3 HEAD OF SCHOOL: ON AN ANNUAL BASIS, THE COMPENSATION COMMITTEE OF THE BOARD OBTAINS COMPENSATION INFORMATION FROM INDEPENDENT SOURCES. UTILIZING THIS INFORMATION, THEY RECOMMEND THE SALARY AND BENEFITS TO BE OFFERED TO THE HEAD OF SCHOOL FOR THE NEXT SCHOOL YEAR. THE BOARD REVIEWS AND APPROVES THE ANNUAL COMPENSATION PACKAGE AND THE DELIBERATION AND FINAL DECISION ARE TIMELY DOCUMENTED IN THE COMMITTEE'S MINUTES. 140337 FINANICAL AID FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR, VICE CHAIRS, PRESIDENT, SECRETARY AND TREASURER. IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE MAY TRANSACT ANY AND ALL BUSINESS OF THE CORPORATION AS FULLY AND COMPLETELY AS THE BOARD OF TRUSTEES MIGHT DO, AND SHALL POSSESS AND MAY EXERCISE ALL THE POWERS OF THE BOARD OF TRUSTEES IN THE MANAGEMENT AND CONTROL OF THE PROPERTY AND BUSINESS OF THE CORPORATION, EXCEPT AS LIMITED: 1) REMOVAL OR SUSPENSION OF OFFICERS OR TRUSTEES 2) AMENDMENT OR REPEAL OF BY-LAWS 3) ESTABLISHMENT OR DISCONTINUANCE OF ANY SUBSTANTIVE BUSINESS OR ACTIVITY OF THE SCHOOL; SELLING OR MORTGAGING OF REAL PROPERTY OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 2 WALLACE SCHWARTZ AND ELIZABETH SCHWARTZ HAVE A FAMILY RELATIONSHIP. EILEEN WALKER AND LINDSEY LYNCH HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE AUDIT COMMITTEE THEN REVIEWS A DRAFT OF THE FORM 990 IN DETAIL. AFTERWARD, A FINAL FILING COPY OF THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF TRUSTEES BEFORE BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY EVERY TRUSTEE, OFFICER AND INTERNALLY DESIGNATED KEY EMPLOYEE RECEIVES A COPY OF THE CONFLICT OF INTEREST POLICY. POTENTIAL CONFLICTS ARE REPORTED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES. IF THERE IS A CONFLICT OR POTENTIAL CONFLICT, THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES WILL MAKE THE FINAL DETERMINATION IF THERE IS A CONFLICT AND SAID DETERMINATION IS TIMELY DOCUMENTED IN THE COMMITTEE'S MINUTES. ONLY INDEPENDENT TRUSTEES ARE PERMITTED TO PARTICIPATE IN ANY DELIBERATIONS OR VOTE ON MATTERS BEFORE THE BOARD OR ITS COMMITTEE(S). FORM 990, PART VI, SECTION B, LINE 15 HEAD OF SCHOOL: ON AN ANNUAL BASIS, THE COMPENSATION COMMITTEE OF THE BOARD OBTAINS COMPENSATION INFORMATION FROM INDEPENDENT SOURCES. UTILIZING THIS INFORMATION, THEY RECOMMEND THE SALARY AND BENEFITS TO BE OFFERED TO THE HEAD OF SCHOOL FOR THE NEXT SCHOOL YEAR. THE BOARD REVIEWS AND APPROVES THE ANNUAL COMPENSATION PACKAGE AND THE DELIBERATION AND FINAL DECISION ARE TIMELY DOCUMENTED IN THE COMMITTEE'S MINUTES. OTHER OFFICERS: ON AN ANNUAL BASIS, THE COMPENSATION COMMITTEE OF THE BOARD OBTAINS COMPENSATION INFORMATION FROM INDEPENDENT SOURCES. UTILIZING THIS INFORMATION, THE COMPENSATION COMMITTEE AND THE HEAD OF SCHOOL DETERMINE WHETHER A SALARY ADJUSTMENT ABOVE THE STANDARD RAISES OFFERED TO ALL EMPLOYEES SHOULD BE OFFERED TO ANY OTHER OFFICER FOR THE NEXT SCHOOL YEAR. THIS DELIBERATION AND FINAL DECISION ARE TIMELY DOCUMENTED IN THE COMMITTEE'S MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 15,741. FORM 990, PART XII, LINE 2C: NO CHANGES TO OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR