2025-05-13T13:43:21-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2023-07-01 131740454 THE HARVEY SCHOOL HARV 9142323161 260 JAY ST KATONAH NY 10536 WILLIAM J KNAUER HEAD OF SCHOOL 9142323161 2025-04-11 1 0 MALLORY GOOD P01704765 2156433900 2025-05-02 2023 2025-03-06 01:10:19Z WILLIAM J KNAUER 260 JAY ST KATONAH NY 10536 24009629 0 1 X WWW.HARVEYSCHOOL.ORG X NY STATE GOVERNMENTAL ENTITY 1916 NY A COEDUCATIONAL COLLEGE-PREPARATORY SCHOOL FOR STUDENTS IN GRADES 6-12. 23 20 185 40 283583 0 1915280 1453178 19698728 20647066 115263 314605 62001 -11677 21791272 22403172 3079086 3441725 0 0 11515398 12176170 143000 45320 1343375 6759354 6940641 21496838 22603856 294434 -200684 32452273 33178350 12437913 12419873 20014360 20758477 X OUR PURPOSE IS TO PREPARE AND INSPIRE STUDENTS TO BECOME INDEPENDENT, ADVENTUROUS THINKERS AND ENGAGED, COMPASSIONATE CITIZENS IN COURAGEOUS PURSUIT OF KNOWLEDGE AND TRUTH. 0 0 16673935 3441725 19549785 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. 443322 0 529479 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. 400606 0 283795 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. 17517863 1 1 0 0 0 0 0 1 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 1 1 0 0 0 0 0 0 0 1 154 0 1 185 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 23 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 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 PAUL AARON TRUSTEE 1.50 X 0 0 0 LESLIE BERNIE TRUSTEE 1.50 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 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 GREGG ROBERTS 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 J ERIC WISE TRUSTEE 1.50 X 0 0 0 EDWARD KELLY TRUSTEE 1.50 X 0 0 0 WILLIAM J KNAUER PRESIDENT & HEAD OF SCHOOL 40.00 X 305978 0 81449 ALEXANDER BROOKS-BARR DIRECTOR OF FINANCE & OPERATIONS 40.00 X 153000 0 3290 PHILIP LAZZARO HEAD OF UPPER SCHOOL 40.00 X 157626 0 73746 BRENDAN BYRNE HEAD OF MIDDLE SCHOOL 40.00 X 152949 0 16278 VINCENT ALEXANDER DIRECTOR OF PERFORMING ARTS 40.00 X 138364 0 75380 RICHARD RYERSON DIR. OF BLDG & GRDS- THROUGH 6/3/24 40.00 X 135070 0 64238 WILLIAM MENA DIR. OF ADMISSIONS- THROUGH 12/31/23 40.00 X 134279 0 39350 1177266 0 353731 18 0 1 0 ANDRON CONSTRUCTION CORP 21 ANDERSON LANE GOLDENS BRIDGE NY 10526 CONSTRUCTION SERVICES 1253994 COMPASS GROUP DBA FLIK HOSPITALITY GROUP PO BOX 417632 BOSTON MA 022417632 FOOD SERVICE PROVIDER 834598 BELMONT LAND DESIGN LLC 1 SPRING HILL LANE SOUTH SALEM NY 10590 GROUNDS MAINTENANCE 256834 ROBERT SIEGEL ARCHITECTS 131 KATONAH AVENUE KATONAH NY 10536 ARCHITECTURE SERVICES 214645 CAMBRIDGE INSTITUTE OF BUSINESS RESEARCH PO BOX 961139 BOSTON MA 02196 HOST FAMILY MANAGEMENT 172638 13 209915 1243263 156249 1453178 TUITION AND FEES 611710 18786522 18786522 STUDENT ACTIVITIES 611710 763687 763687 SKATING ACTIVITIES 713990 567378 283795 283583 SUMMER PROGRAMS 611710 529479 529479 20647066 278237 278237 65893 0 65893 65893 65893 1522506 1486138 36368 36368 36368 5159 209915 82305 -77146 -77146 37590 38014 -424 -424 22403172 20363059 283583 303352 3441725 3441725 559346 119060 321226 119060 8645498 6710185 1468129 467184 223002 176764 35134 11104 1942590 1478265 359634 104691 805734 601214 154772 49748 24945 6486 13969 4490 59591 15494 33371 10726 45320 45320 10164 10164 408901 118097 209044 81760 135685 35278 75984 24423 725694 188680 406389 130625 467719 348997 89844 28878 226780 169216 43562 14002 870879 649823 167286 53770 475408 354735 91320 29353 STUDENT ACTIVITIES 901004 901004 FOOD SERVICES 775801 775801 PROGRAM EXPENSES 710729 710729 REPAIRS & MAINTENANCE 692541 516753 133028 42760 454800 199557 129762 125481 22603856 17517863 3742618 1343375 1360069 17117 5788834 4628242 895006 1071831 2110055 2026407 4000 0 73776 79160 110870 117560 33408741 15126961 15930375 18281780 5061656 5687565 287320 351110 830312 917578 32452273 33178350 1203558 1727544 4914515 4575910 6154511 5921503 165329 194916 12437913 12419873 X 9053322 10664473 10961038 10094004 20014360 20758477 32452273 33178350 X -200684 887092 57709 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 156249 156249 0 7093079 14576 1009458 250945 7866168 6603423 83638 669561 263543 7093079 7389436 25898 -585123 226788 6603423 6280863 111856 1204726 208009 7389436 6277668 15256 132219 144280 6280863 0.01906 0.98094 0.00000 1 0 1193274 1193274 26130792 12880125 13250667 2658337 2246836 411501 3426338 3426338 18281780 LEASE LIABILITY 194916 194916 X 19858070 887092 -3422030 -2534938 22393008 10164 10164 22403172 19113953 -38014 -38014 19151967 10164 3441725 3451889 22603856 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 -3,441,725. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 57,709. SCHOOL STORE COST OF GOOD SOLD -38,014. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCHOOL STORE COST OF GOODS SOLD -38,014. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID TO STUDENTS 3,441,725. PART III, LINE 4 THE HARVEY SCHOOL HAS ONE WORK OF ART (NOT A COLLECTION). THE ARTWORK IS ON DISPLAY PERIODICALLY AND WAS FEATURED IN THE HARVEY MAGAZINE TO SUPPORT OUR ARTS PROGRAM. 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 45320 0 45320 NY PARENT ASSOCIATION ANNUAL BENEFIT 215074 209915 5159 25579 2399 54327 215074 209915 5159 25579 2399 54327 82305 -77146 1 NEED BASED FINANCIAL AID AND SCHOLARSHIPS 121 0 3441725 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 305978 0 0 0 0 0 12553 0 68896 0 387427 0 0 0 PHILIP LAZZARO HEAD OF UPPER SCHOOL 157626 0 0 0 0 0 6486 0 67260 0 231372 0 0 0 VINCENT ALEXANDER DIRECTOR OF PERFORMING ARTS 138364 0 0 0 0 0 0 0 75380 0 213744 0 0 0 RICHARD RYERSON DIR. OF BLDG & GRDS- THROUGH 6/3/24 135070 0 0 0 0 0 5789 0 58449 0 199308 0 0 0 WILLIAM MENA DIR. OF ADMISSIONS- THROUGH 12/31/23 134279 0 0 0 0 0 5560 0 33790 0 173629 0 0 0 BRENDAN BYRNE HEAD OF MIDDLE SCHOOL 152949 0 0 0 0 0 6078 0 10200 0 169227 0 0 0 ALEXANDER BROOKS-BARR DIRECTOR OF FINANCE & OPERATIONS 153000 0 0 0 0 0 3120 0 170 0 156290 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 $894 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. 178333 FINANICAL AID X 1 156249 FMV- APPRAISAL 1 1 1 1 PART I, LINE 32B: AFTER THE DESIGNATED HOLDING PERIOD, A SEARCH WILL COMMENCE FOR A FINE ART AUCTION HOUSE OR DEALER SPECIALIZING IN CHINESE ART TO ASSIST WITH THE SALE OF THE PAINTING. 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 2023. 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 57,709.