Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2024 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2025. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| SCHEDULE E, PART I, LINE 3 | THE NONDISCRIMINATION POLICY IS ON ALL ADMISSIONS MATERIALS SOLICITING STUDENT APPLICATIONS. THE SCHOOL ALSO PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | DE LA SALLE ACADEMY RECEIVED FUNDS FROM NEW YORK STATE MANDATED SERVICES FOR CARRYING OUT SERVICES REQUIRED BY THE STATE. THESE SERVICES INCLUDE DAILY ATTENDANCE AND FILING DEMOGRAPHIC DATA. NEW UYORK REIMBURSED THE SCHOOL FOR THE TIME SPENT BY DE LA SALLE ACADEMY'S STAFF MEMBERS TO COMPLETE THESE REQUIRED SERVICES. |
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| FORM 990, PART I, LINE 1 | DE LA SALLE ACADEMY IS A TRANSFORMATIVE, INDEPENDENT MIDDLE SCHOOL FOR ACADEMICALLY TALENTED STUDENTS SEEKING GREATER EDUCATIONAL ACCESS AND OPPORTUNITIES IN NEW YORK CITY, REGARDLESS OF THEIR FINANCIALS MEANS. WE GUIDE OUR STUDENTS THROUGH A CHALLENGING, CREATIVE, AND VALUES-DRIVEN CURRICULUM THAT INSPIRES CURIOSITY, CONFIDENCE, AND SELF-DISCOVERY. ROOTED IN THE LASALLIAN TRADITION AND IN PARTNERSHIP WITH OUR FAMILIES, OUR DIVERSE COMMUNITY EMPOWERS STUDENTS TO LEAD WITH CHARACTER, PURPOSE, AND GENEROSITY. HERE'S A SUMMARY OF DE LA SALLE ACADEMY'S SIGNIFICANT ACTIVITIES OVER THE PAST YEAR IN ALIGNMENT WITH ITS STRATEGIC PLAN, TRANSFORM: LEARNING, LEADERSHIP, AND LEGACY: STRENGTHENED OUR CONNECTIONS TO ALUMS TO ENCOURAGE PHILANTHROPIC ENGAGEMENT, CULTIVATE NEW DONORS, AND ENERGIZE PEER-TO-PEER FUNDRAISING IN ORDER TO CULTIVATE A ROBUST AND MORE ACTIVE CULTURE OF PHILANTHROPY AND STEWARDSHIP (VIS A VIS: A ROBUST ALUM STRATEGY THAT INCLUDES LOCAL NETWORKING AND SOCIAL EVENTS FOR ALUMS IN NYC; EVENTS FOR ALUMS IN HIGH SCHOOLS; REIMAGINING REUNION AND HOMECOMING). COMMUNICATED OUR STRENGTHS AS A PROGRAM, MINDFUL OF THE PR/MARKETING AND FUNDRAISING IMPLICATIONS OF DOING SO INCLUDING ALUM DATA TO ENHANCE NARRATIVE OF PROGRAM OUTCOMES BEYOND HIGH SCHOOL AND COLLEGE LISTS; ANNUAL REVIEW OF ALUM DATA AND DLSA FACTS AND FINANCIALS, A METRIC FOR SUCCESS; A SHARED VIEWBOOK WITH ADMISSIONS; COMMUNICATIONS COMMITTEE REVITALIZED; AND STRENGTHENING THE TRUSTEES ROLE AS AMBASSADORS OF THE SCHOOL. CONTINUED TO EXTEND OUR LEARNING AND AWARENESS OF BEST PRACTICES AND RESEARCH ON GOVERNANCE, TEAM BUILDING, EFFECTIVE COMMITTEE WORK, DONOR CULTIVATION, AND STEWARDSHIP. DEVELOPED SYSTEMS AND STRUCTURES THAT PROVIDE LEADERSHIP OPPORTUNITIES FOR STUDENTS AND INVITE THEIR FEEDBACK ON THE SCHOOL COMMUNITY, INCLUDING CREATING STUDENT LEADERSHIP AND VOLUNTEER ROLES, FOSTERING STUDENT OWNERSHIP OF COMMUNITY MEETINGS, STRENGTHENING THE BELL RINGERS' RESPONSIBILITIES, AND FORMALIZING SERVICE AREAS SUCH AS HIGH SCHOOL COUNSELING, ADVANCEMENT AND ADMISSIONS INTERNS, AV/TECH SUPPORT, AND THE STUDENT LIFE COMMITTEE. REVIEWED AND REVISED WHERE NECESSARY THE MISSION STATEMENT OF THE SCHOOL TO ENSURE CLEAR ARTICULATION AND ALIGNMENT WITH THE SCHOOL'S CURRENT WORK AND VISION FOR ITS FUTURE. |
| FORM 990, PART III, LINE 1 | DE LA SALLE ACADEMY IS A TRANSFORMATIVE, INDEPENDENT MIDDLE SCHOOL FOR ACADEMICALLY TALENTED STUDENTS SEEKING GREATER EDUCATIONAL ACCESS AND OPPORTUNITIES IN NEW YORK CITY, REGARDLESS OF THEIR FINANCIALS MEANS. WE GUIDE OUR STUDENTS THROUGH A CHALLENGING, CREATIVE, AND VALUES-DRIVEN CURRICULUM THAT INSPIRES CURIOSITY, CONFIDENCE, AND SELF-DISCOVERY. ROOTED IN THE LASALLIAN TRADITION AND IN PARTNERSHIP WITH OUR FAMILIES, OUR DIVERSE COMMUNITY EMPOWERS STUDENTS TO LEAD WITH CHARACTER, PURPOSE, AND GENEROSITY. |
| FORM 990, PART VI, SECTION A, LINE 4 | DURING THE TAX YEAR, WE AMENDED OUR BYLAWS INTO CONFORMANCE WITH UPDATED NYS NOT-FOR-PROFIT AND EDUCATION LAW (QUORUM REQUIREMENTS, FOR INSTANCE). OTHER MAJOR UPDATES INLCUDE: 1.) PROVIDING FOR THE OFFICE OF HEAD OF SCHOOL (RATHER THAN PRESIDENT AND PRINCIPAL). 2.) PROVIDING LIFETIME STATUS AS A VOTING TRUSTEE EX OFFICIO FOR THE ACADEMY'S FOUNDER. 3.) PROVIDING STATUS AS A VOTING TRUSTEE EX OFFICIO FOR THE PRESIDENT OF THE ACADEMY'S ALUMNI COUNCIL DURING HIS OR HER TERM IN THAT OFFICE. 4.) PROVIDING REVISED LANGUAGE REGARDING THE BOARD'S STANDING COMMITTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE IS PRESENTED WITH THE FINANCIAL STATEMENTS AND THE FORM 990. UPON REVIEW OF THESE DOCUMENTS WITH THE ACCOUNTANTS, THEY ARE THEN PRESENTED TO THE BOARD ELECTRONICALLY FOR REVIEW AND DISCUSSION. ONCE THE DOCUMENTS ARE APPROVED BY THE BOARD THEY ARE THEN SUBMITTED TO THE TAXING AUTHORITIES. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEES, OFFICERS, AND EMPLOYEES ARE EXPECTED TO IDENTIFY ANY POTENTIAL CONFLICT OF INTEREST AT THE ANNUAL BOARD RETREAT, HELD EACH FALL, AT WHICH TIME THEY ALSO EXECUTE THE CONFLICT OF INTEREST DISCLOSURE. POTENTIAL CONFLICTS THAT MAY ARISE SUBSEQUENT TO THE ANNUAL BOARD RETREAT ARE IDENTIFIED BY INVOLVED TRUSTEES, OFFICERS, AND EMPLOYEES AT INTERIM BOARD MEETINGS. ALL CONFLICTS OF INTEREST (OR POTENTIAL CONFLICTS) ARE REVIEWED AT THE ANNUAL BOARD RETREAT OR AT REGULAR INTERIM BOARD MEETINGS. REVIEWS ARE CONDUCTED BY THE ENTIRE BODY OF TRUSTEES, OFFICERS, AND EMPLOYEES AND APPROPRIATE ACTIONS ARE TAKEN. DEPENDING UPON THE NATURE AND DURATION OF THE CONFLICT OF INTEREST, THE BOARD MAY RECOMMEND A TRUSTEE, OFFICER, OR EMPLOYEE RESIGN HIS/HER POSITION, ELIMINATE THE CIRCUMSTANCES OF THE CONFLICT, RECUSE HIMSELF/HERSELF FROM DISCUSSIONS AND DECISIONS CONCERNING THE MATTER UNDER CONFLICT; OR, IF THE CONFLICT IS CONSIDERED IMMATERIAL OR BENEFICIAL TO THE ACADEMY THE BOARD WILL ADOPT A RESOLUTION ACKNOWLEDGING THE POTENTIAL CONFLICT AND ALLOWING THE INVOLVED TRUSTEE(S), OFFICER(S), AND EMPLOYEE(S) TO CONTINUE THEIR SERVICE ON THE BOARD. ALL BOARD DISCUSSIONS REGARDING CONFLICTS OF INTEREST ARE RECORDED IN THE APPROPRIATE BOARD MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD REVIEWS THE COMPENSATION OF THE HEAD OF THE SCHOOL AND THE HEAD OF THE SCHOOL REVIEWS THOSE THAT REPORT DIRECTLY TO HIM. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ACADEMY'S FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS MADE AVAILABLE ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON WRITTEN REQUEST. |
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