Private, independent School committed to academic excellence from nursery through grade 12.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$298K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average surplus $230K a year · 1% of revenue · last 6 filings
Worth a look: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$298K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
4 mo
of spending, in cash
Plus $12.0M in investments, Pt X · Ln 11–13
Looks good: 4.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $23K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$11.6M
33% of total assets
Looks good: liabilities are 33% of assets; 50% or less.
Pt X · Ln 26
Independent board members
24
of 24 voting members
Looks good: 24 of 24 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$15.3M
Spent
$15.6M
To programs
85%
Net assets
$23.3M
By yearFY2020–FY2025
Revenue
$15.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$15.3M
FY2021$19.4M
FY2022$16.6M
FY2023$16.5M
FY2024$16.9M
FY2025$21.8M
Expenses
$15.6M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$15.6M
FY2021$15.8M
FY2022$17.7M
FY2023$18.7M
FY2024$18.5M
FY2025$18.8M
Net assets
$23.3M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$23.3M
FY2021$30.0M
FY2022$26.2M
FY2023$25.1M
FY2024$25.0M
FY2025$29.2M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1940.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $13.2M Management & general 11% · $1.7M Fundraising 4% · $685K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

26 people listed on the 990; $298K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Head of School
$182,942Pt VII · Sec A
$115,107Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Kathryn Kaiser$303,016$87,056————
Lawrence Frye—$157,813$197,224$194,228$198,150$182,942
Ken Motsenbocker———$54,757$121,965$115,107
Terry Smith$116,804$113,491$112,311$110,300——
Hugh Higgins$95,491$92,657$92,183$54,026——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See The Harley School executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates students from nursery through grade 12 with a focus on academic excellence.

Questions for The Harley School

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Provided by the organization

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2 programs · $13.2M · in their own filed words · FY2019
01

Founded in 1917, the harley school is a private independent school in rochester, ny offering a college preparatory program for approximately 500 students in nursery-grade 12. We feature extraordinary strengths in the arts, in stem, in civic and global engagement, mindfulness and empathy, and education for a sustainable future.

$12.6Mprogram expense
02

Community education services including afterschool programs, summer school, and adult education programs.

$655Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$23K
Grants paid · 29 grants · $22.4M · 2019–2024
Unitemized GrantFY2024$3,298,954
Unitemized GrantFY2024$533,041
Unitemized GrantFY2024$118,600
Unitemized GrantFY2024$41,279
Unitemized GrantFY2024$31,755
Unitemized GrantFY2023$3,454,556
Unitemized GrantFY2023$587,650
Unitemized GrantFY2023$100,700
Unitemized GrantFY2023$41,263
Unitemized GrantFY2023$19,700
Unitemized GrantFY2022$3,184,742
Unitemized GrantFY2022$534,775
Unitemized GrantFY2022$68,600
Unitemized GrantFY2022$42,977
Unitemized GrantFY2021$3,179,985
Unitemized GrantFY2021$413,266
Unitemized GrantFY2021$100,000
Unitemized GrantFY2021$54,000
See all 29 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$15.3M
Ln 12
Fees for servicesLn 2g$12.8M
Gifts and grantsLn 1h$2.1M
Investment incomeLn 3$262K
Money outPt IX
$15.6M
Ln 25
Programscol B$13.2M
Managementcol C$1.7M
Fundraisingcol D$685K
Owns and owesPt X
$23.3M
net assets · Ln 32
Cash and savingsLn 1–2$5.3M
Total assetsLn 16$34.9M
LiabilitiesLn 26$11.6M
PeoplePt VI, VII
26
listed · VII A
PaidVII A2
Voting boardVI 1a24
IndependentVI 1b24
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.1M
Government grantsLn 1e$186K
Fees for servicesLn 2g$12.8M
Investment incomeLn 3$262K
Other incomeLn 4–11$116K
Gains on assetsLn 7−$5K
Total revenueLn 12$15.3M
Assets in detailPt X, end of year
CashLn 1$5.1M
SavingsLn 2$209K
Cash and savings togetherLn 1–2$5.3M
InvestmentsLn 11–13$12.0M
Land, buildings, equipmentLn 10c$15.8M
Total assetsLn 16$34.9M
LiabilitiesLn 26$11.6M
Net assetsLn 32$23.3M
OperationsPt I, VI
EmployeesI 5302
VolunteersI 6125
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$2.3M$5.3M
InvestmentsLn 11–13$12.2M$12.0M
Land, buildings, equipmentLn 10c$16.4M$15.8M
Total assetsLn 16$34.4M$34.9M
LiabilitiesLn 26$10.5M$11.6M
Net assetsLn 32$23.8M$23.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$3.3M$3.3M
Pay of current officers, directors and key staffLn 5$322K$322K
Pay of disqualified personsLn 6$7.2M$5.9M$842K$421K
Pension plan contributionsLn 8$398K$323K$49K$27K
Other employee benefitsLn 9$573K$438K$98K$36K
Payroll taxesLn 10$598K$473K$91K$34K
Legal feesLn 11b$667$667
Accounting feesLn 11c$19K$19K
Investment management feesLn 11f$79K$2K$78K
Other fees for servicesLn 11g$173K$141K$2K$30K
Advertising and promotionLn 12$243K$206K$37K
Office expensesLn 13$108K$29K$63K$16K
Information technologyLn 14$83K$83K
OccupancyLn 16$413K$407K$4K$2K
Conferences, conventions and meetingsLn 19$39K$39K
InterestLn 20$221K$218K$2K$1K
Depreciation, depletion and amortizationLn 22$803K$791K$8K$4K
InsuranceLn 23$72K$71K$718$359
Other expenses (24a–d)Ln 24$713K$566K$71K$76K
All other expensesLn 24e$182K$174K$8K$549
Total functional expensesLn 25$15.6M$13.2M$1.7M$685K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $21.8M$18.8M$3.0M$29.2M 990 PDF
FY2024 $16.9M$18.5M−$1.6M$25.0M 990 PDF
FY2023 $16.5M$18.7M−$2.2M$25.1M 990 PDF
FY2022 $16.6M$17.7M−$1.0M$26.2M 990 PDF
FY2021 $19.4M$15.8M$3.5M$30.0M 990 PDF
FY2020 Viewing $15.3M$15.6M−$285K$23.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $15,286,461 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,500,349$2,080,724
I-9 Program service revenuePrior year $12,865,518$12,828,547
I-10 Investment incomePrior year $255,842$261,626
I-11 Other revenuePrior year $126,559$115,564
I-12 Total revenuePrior year $18,748,268$15,286,461
I-13 Grants and similar amounts paidPrior year $3,333,773$3,330,207
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $8,512,779$9,091,625
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,325,274$3,149,866
I-18 Total expensesPrior year $15,171,826$15,571,698
I-19 Revenue less expensesPrior year $3,576,442−$285,237
Part VI · Governance 24 of 24 board members independent, no flags
VI-1a Voting members of the governing body24
VI-1b Independent voting members24
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $15,286,461 across 9 lines filed
Lines not itemized here account for $14,050 of total revenue; see the IRS return.
VIII-1e Government grants$186,095
VIII-1f All other contributions, gifts and grants$1,894,629
VIII-1h Total contributions, gifts and grants$2,080,724
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $12,828,547$12,828,547
VIII-3 Investment incomeExcluded from tax $266,614$266,614
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$4,988−$4,988
VIII-8 Net income from fundraising eventsExcluded from tax −$7,682−$7,682
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $109,196$109,196
VIII-12 Total revenueRelated to mission $12,951,793 · Unrelated business $0 · Excluded from tax $253,944$15,286,461
Part IX · Statement of functional expenses $15,571,698 across 20 lines filed
IX-2 Grants to domestic individualsPrograms $3,330,207$3,330,207
IX-5 Pay of current officers, directors and key staffManagement $321,893$321,893
IX-6 Pay of disqualified personsPrograms $5,938,264 · Management $841,791 · Fundraising $420,783$7,200,838
IX-8 Pension plan contributionsPrograms $322,932 · Management $48,633 · Fundraising $26,679$398,244
IX-9 Other employee benefitsPrograms $438,475 · Management $98,409 · Fundraising $36,224$573,108
IX-10 Payroll taxesPrograms $473,185 · Management $90,827 · Fundraising $33,530$597,542
IX-11b Legal feesManagement $667$667
IX-11c Accounting feesManagement $19,498$19,498
IX-11f Investment management feesPrograms $1,775 · Management $77,573$79,348
IX-11g Other fees for servicesPrograms $141,164 · Management $2,267 · Fundraising $29,794$173,225
IX-12 Advertising and promotionPrograms $205,909 · Fundraising $36,876$242,785
IX-13 Office expensesPrograms $28,808 · Management $62,851 · Fundraising $16,412$108,071
IX-14 Information technologyPrograms $82,841$82,841
IX-16 OccupancyPrograms $407,096 · Management $4,133 · Fundraising $2,066$413,295
IX-19 Conferences, conventions and meetingsPrograms $38,532$38,532
IX-20 InterestPrograms $217,968 · Management $2,213 · Fundraising $1,106$221,287
IX-22 Depreciation, depletion and amortizationPrograms $791,026 · Management $8,031 · Fundraising $4,015$803,072
IX-23 InsurancePrograms $70,682 · Management $718 · Fundraising $359$71,759
IX-24 Other expenses (24a–d)Programs $566,013 · Management $71,045 · Fundraising $76,356$713,414
IX-24e All other expensesPrograms $173,700 · Management $7,823 · Fundraising $549$182,072
IX-25 Total functional expensesPrograms $13,228,577 · Management $1,658,372 · Fundraising $684,749$15,571,698
Part X · Balance sheet $34,897,684 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $2,114,224$5,125,740
X-2 Savings and temporary cash investmentsStart of year $207,905$208,517
X-3 Pledges and grants receivableStart of year $3,184,874$1,545,704
X-4 Accounts receivableStart of year $214,730$197,921
X-9 Prepaid expenses and deferred chargesStart of year $41,048$28,590
X-10c Land, buildings and equipment, netStart of year $16,426,148$15,757,451
X-11 Publicly traded securitiesStart of year $12,164,918$12,033,761
X-16 Total assetsStart of year $34,353,847$34,897,684
X-17 Accounts payable and accrued expensesStart of year $690,165$611,502
X-19 Deferred revenueStart of year $3,597,962$3,360,488
X-20 Tax-exempt bond liabilitiesStart of year $6,213,623$5,863,867
X-25 Other liabilitiesStart of year $0$1,729,100
X-26 Total liabilitiesStart of year $10,506,493$11,568,808
X-27 Net assets without donor restrictionsStart of year $14,074,523$12,395,178
X-28 Net assets with donor restrictionsStart of year $9,772,831$10,933,698
X-32 Total net assets or fund balancesStart of year $23,847,354$23,328,876
X-33 Total liabilities and net assetsStart of year $34,353,847$34,897,684
Part XI · Reconciliation of net assets $23,328,876 net assets at year end
XI-1 Total revenue$15,286,461
XI-2 Total expenses$15,571,698
XI-3 Revenue less expenses−$285,237
XI-4 Net assets at start of year$23,847,354
XI-5 Net unrealized gains (losses) on investments−$233,241
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$23,328,876

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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