GREENHILL SCHOOL: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GREENHILL SCHOOL (EIN 75-1022742)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-23
- IRS object ID
- 202410549349301751
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-23T15:59:46-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15950 N DALLAS PKWY 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751022742 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENHILL SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 9726285400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4141 SPRING VALLEY ROAD | AddressLine1Txt |
| City | ADDISON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENDRA GRACE | PersonNm |
| Person Title | CFO/COO | PersonTitleTxt |
| Phone | 9726285400 | PhoneNum |
| Signature | 2024-02-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENDRA | PersonFirstNm |
| Person Last | GRACE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 9726611843 | PhoneNum |
| Preparation | 2024-02-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LEE HARK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4141 SPRING VALLEY ROAD | AddressLine1Txt |
| City | ADDISON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $100,098,541 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | GREENHILL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | IN A DIVERSE AND INCLUSIVE COMMUNITY, GREENHILL PREPARES AND INSPIRES STUDENTS TO LEAD AUTHENTIC, PURPOSEFUL LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 38 | VotingMembersIndependentCnt |
| Total Employee | 525 | TotalEmployeeCnt |
| Total Volunteers | 520 | TotalVolunteersCnt |
| Total Gross UBI | $147,582 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,630,167 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,157,895 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,661,321 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $49,577,799 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,772,833 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,351,377 | CYInvestmentIncomeAmt |
| PY Other Revenue | $454,700 | PYOtherRevenueAmt |
| CY Other Revenue | $255,065 | CYOtherRevenueAmt |
| PY Total Revenue | $65,519,021 | PYTotalRevenueAmt |
| CY Total Revenue | $64,342,136 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,918,723 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,988,299 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,489,212 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,857,367 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,235,396 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,644,886 | PYOtherExpensesAmt |
| CY Other Expenses | $17,952,412 | CYOtherExpensesAmt |
| PY Total Expenses | $51,052,821 | PYTotalExpensesAmt |
| CY Total Expenses | $54,798,078 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,466,200 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,544,058 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $196,106,568 | TotalAssetsBOYAmt |
| Total Assets EOY | $216,209,629 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $49,751,082 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $59,084,450 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $146,355,486 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $157,125,179 | NetAssetsOrFundBalancesEOYAmt |
| Mission | IN A DIVERSE AND INCLUSIVE COMMUNITY, GREENHILL PREPARES AND INSPIRES STUDENTS TO LEAD AUTHENTIC, PURPOSEFUL LIVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $46,270,824 | ExpenseAmt |
| Grant | $4,988,299 | GrantAmt |
| Revenue | $49,442,095 | RevenueAmt |
| Desc | DURING THE FISCAL YEAR ENDED JUNE 30, 2023. GREENHILL SCHOOL PROVIDED QUALITY EDUCATIONAL SERVICES TO APPROXIMATELY 1,350 STUDENTS IN GRADES PRE-K THROUGH 12. | Desc |
| Total Program Service Expenses | $46,270,824 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 94 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 525 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 38 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDRA GRACE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9726285517 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4141 SPRING VALLEY ROAD | AddressLine1Txt |
| City | ADDISON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| AUGUSTO SASSO | |||||||
| BOARD CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROY KIM | |||||||
| ASSISTANT CHAIR/SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KENJI HASHIMOTO | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DEBBY ACKERMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL ALSTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMANDA BECK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE CHU | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS I CLARK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LENORE DIAMOND | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE FRYMIRE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOLLAND P GARY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS GENNARELLI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KARLYN HERLITZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RUSTY JAGGERS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NAUMAN A KHAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHEL LADIN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LESTER LEVY JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAMINI MAMDANI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| E PIERCE MARSHALL JR | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARLO MELUCCI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICH MOSES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MULLER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ADRIANA PERALES | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL T PHILLIPS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID PODOLSKY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MOLLY FULTON SEELIGSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HARDEEP SEHGAL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOAZ SIDIKARO | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GRACE SMITH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ARTIE STARRS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA LEY STAUB | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER STINCHCOMB | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAJESH SWAMINATHAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETH THOMAS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL WALDMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LORI WHITTEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA WIMBERLY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BING XIE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEE HARK | |||||||
| HEAD OF SCHOOL, EX-OFFICIO | 60.00 | Yes (X) | $591,100 | $0 | $159,870 | ||
| KENDRA GRACE | |||||||
| CFO/COO/ASSISTANT HEAD OF SCHOOL | 50.00 | Yes (X) | $316,591 | $0 | $53,400 | ||
| MICHAEL SIMPSON | |||||||
| HEAD OF LOWER SCHOOL | 50.00 | $228,562 | $0 | $23,165 | Yes (X) | ||
| TREVOR WORCESTER | |||||||
| HEAD OF UPPER SCHOOL | 50.00 | $182,813 | $0 | $26,045 | Yes (X) | ||
| SUSAN T PALMER | |||||||
| HEAD OF MIDDLE SCHOOL | 50.00 | $190,780 | $0 | $21,312 | Yes (X) | ||
| AARON WHITE | |||||||
| CHIEF ADVANCEMENT OFFICER | 50.00 | $181,232 | $0 | $23,700 | Yes (X) | ||
| THOMAS R PERRYMAN | |||||||
| ASSOCIATE HEAD OF SCHOOL FOR MISSION | 50.00 | $184,478 | $0 | $19,657 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,875,556 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $327,149 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 46 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SCOTT & REID GENERAL CONTRACTORS INC | |||||
| 15207 ADDISON ROAD | ADDISON | TX | 75001 | CONSTRUCTION SERVICES | $6,021,171 |
| SAGE DINING SERVICES INC | |||||
| 1402 YORK ROAD | LUTHERVILLE | MD | 21093 | DINING SERVICES | $1,900,211 |
| BOHLIN CYWINSKI JACKSON | |||||
| 1932 1ST AVE STE 916 | SEATTLE | WA | 98101 | ARCHITECTURAL SERVICES | $1,290,915 |
| MCLEMORE BUILDING MAINTENANCE INC | |||||
| 110 FARGO ST | HOUSTON | TX | 77006 | JANITORIAL SERVICES | $768,916 |
| IN YELLOW ROSE LANDSCAPE | |||||
| 4325 REEDER DR | CARROLLTON | TX | 75010 | LANDSCAPING SERVICES | $441,766 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $862,485 | FundraisingAmt |
| All Other Contributions | $12,295,410 | AllOtherContributionsAmt |
| Noncash Contributions | $1,412,510 | NoncashContributionsAmt |
| Total Contributions | $13,157,895 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611110 | $43,680,639 | $43,680,639 |
| CAFETERIA | 722310 | $2,013,092 | $2,013,092 |
| SUMMER PROGRAMS | 713990 | $2,005,555 | $2,005,555 |
| EXTENDED DAY | 611110 | $939,971 | $939,971 |
| CHILD DEVELOPMENT CENT | 611110 | $394,054 | $394,054 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $544,488 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $408,784 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $135,704 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $49,577,799 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,355,522 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $11,878 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,343,644 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $137,434 | TotalRevenueColumnAmt |
| Exclusion | $137,434 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $575,989 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $28,392 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $547,597 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $547,597 | TotalRevenueColumnAmt |
| Exclusion | $547,597 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,852,509 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,856,654 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$4,145 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,145 | TotalRevenueColumnAmt |
| Exclusion | -$4,145 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $124,439 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $862,485 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $685,230 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$560,791 | TotalRevenueColumnAmt |
| Exclusion | -$560,791 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $23,550 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $10,000 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,550 | TotalRevenueColumnAmt |
| Exclusion | $13,550 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $293,404 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $176,129 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $117,275 | TotalRevenueColumnAmt |
| Exclusion | $117,275 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,342,136 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,442,095 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $147,582 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,594,564 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,988,299 | TotalAmt |
| Program Services | $4,988,299 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,171,934 | TotalAmt |
| Program Services | $969,760 | ProgramServicesAmt |
| Management And General | $144,220 | ManagementAndGeneralAmt |
| Fundraising | $57,954 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,229 | TotalAmt |
| Program Services | $14,229 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,871,971 | TotalAmt |
| Program Services | $19,000,100 | ProgramServicesAmt |
| Management And General | $2,932,350 | ManagementAndGeneralAmt |
| Fundraising | $939,521 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,156,836 | TotalAmt |
| Program Services | $941,041 | ProgramServicesAmt |
| Management And General | $179,554 | ManagementAndGeneralAmt |
| Fundraising | $36,241 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,967,657 | TotalAmt |
| Program Services | $4,077,364 | ProgramServicesAmt |
| Management And General | $689,068 | ManagementAndGeneralAmt |
| Fundraising | $201,225 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,674,740 | TotalAmt |
| Program Services | $1,350,932 | ProgramServicesAmt |
| Management And General | $277,265 | ManagementAndGeneralAmt |
| Fundraising | $46,543 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,450 | TotalAmt |
| Management And General | $15,450 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,890 | TotalAmt |
| Management And General | $67,890 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,933 | TotalAmt |
| Management And General | $325,933 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,186,908 | TotalAmt |
| Program Services | $5,207,482 | ProgramServicesAmt |
| Management And General | $404,635 | ManagementAndGeneralAmt |
| Fundraising | $574,791 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,467 | TotalAmt |
| Management And General | $403,467 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,479,652 | TotalAmt |
| Program Services | $1,294,585 | ProgramServicesAmt |
| Management And General | $158,514 | ManagementAndGeneralAmt |
| Fundraising | $26,553 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,056,385 | TotalAmt |
| Program Services | $854,305 | ProgramServicesAmt |
| Management And General | $173,255 | ManagementAndGeneralAmt |
| Fundraising | $28,825 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $959,788 | TotalAmt |
| Program Services | $918,516 | ProgramServicesAmt |
| Management And General | $36,473 | ManagementAndGeneralAmt |
| Fundraising | $4,799 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,001,932 | TotalAmt |
| Program Services | $750,898 | ProgramServicesAmt |
| Management And General | $60,051 | ManagementAndGeneralAmt |
| Fundraising | $190,983 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,008 | TotalAmt |
| Program Services | $231,332 | ProgramServicesAmt |
| Management And General | $9,956 | ManagementAndGeneralAmt |
| Fundraising | $2,720 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,600,056 | TotalAmt |
| Program Services | $3,445,254 | ProgramServicesAmt |
| Management And General | $136,802 | ManagementAndGeneralAmt |
| Fundraising | $18,000 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625,290 | TotalAmt |
| Program Services | $505,235 | ProgramServicesAmt |
| Management And General | $102,547 | ManagementAndGeneralAmt |
| Fundraising | $17,508 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $1,432,687 | $1,322,108 | $97,721 | $12,858 |
| STUDENT ACTIVITIES | $314,719 | $314,719 | ||
| DUES AND SUBSCRIPTIONS | $140,635 | $49,977 | $45,279 | $45,379 |
| PARENT ASSOCIATION EXPE | $97,612 | $34,688 | $31,428 | $31,496 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,798,078 | TotalAmt |
| Program Services | $46,270,824 | ProgramServicesAmt |
| Management And General | $6,291,858 | ManagementAndGeneralAmt |
| Fundraising | $2,235,396 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,566,867 | BOYAmt |
| EOY | $12,591,846 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,275,227 | BOYAmt |
| EOY | $1,947,115 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,741,805 | BOYAmt |
| EOY | $13,775,740 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,701 | BOYAmt |
| EOY | $185,991 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,209 | BOYAmt |
| EOY | $227,161 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,675,779 | BOYAmt |
| EOY | $2,145,610 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $147,844,608 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $70,195,384 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,294,493 | BOYAmt |
| EOY | $77,649,224 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,855,336 | BOYAmt |
| EOY | $25,088,317 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,719,636 | BOYAmt |
| EOY | $44,265,823 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,614,515 | BOYAmt |
| EOY | $38,332,802 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,106,568 | BOYAmt |
| EOY | $216,209,629 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,278,246 | BOYAmt |
| EOY | $8,470,804 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,886,518 | BOYAmt |
| EOY | $12,289,224 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,586,318 | BOYAmt |
| EOY | $38,324,422 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,751,082 | BOYAmt |
| EOY | $59,084,450 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,185,036 | BOYAmt |
| EOY | $109,674,243 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,170,450 | BOYAmt |
| EOY | $47,450,936 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,355,486 | BOYAmt |
| EOY | $157,125,179 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,106,568 | BOYAmt |
| EOY | $216,209,629 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,544,058 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,238,726 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,013,091 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $187,174 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,321,914 | BeginningYearBalanceAmt |
| Contributions | $1,032,474 | ContributionsAmt |
| Investment Earnings Or Losses | $3,235,644 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,200,000 | OtherExpendituresAmt |
| End Year Balance | $59,390,032 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,337,820 | BeginningYearBalanceAmt |
| Contributions | $873,868 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,953,774 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,936,000 | OtherExpendituresAmt |
| End Year Balance | $57,321,914 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,992,802 | BeginningYearBalanceAmt |
| Contributions | $2,157,458 | ContributionsAmt |
| Investment Earnings Or Losses | $12,861,730 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,674,170 | OtherExpendituresAmt |
| End Year Balance | $63,337,820 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,522,304 | BeginningYearBalanceAmt |
| Contributions | $3,258,633 | ContributionsAmt |
| Investment Earnings Or Losses | $3,725,865 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $162,540 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,351,460 | OtherExpendituresAmt |
| End Year Balance | $49,992,802 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,822,029 | BeginningYearBalanceAmt |
| Contributions | $3,566,750 | ContributionsAmt |
| Investment Earnings Or Losses | $2,528,065 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $159,850 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,234,690 | OtherExpendituresAmt |
| End Year Balance | $44,522,304 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.66810 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33190 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $252,963 | OtherCostOrOtherBasisAmt |
| Book Value | $252,963 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $95,585,079 | OtherCostOrOtherBasisAmt |
| Depreciation | $50,973,526 | DepreciationAmt |
| Book Value | $44,611,553 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,641,147 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,432,759 | DepreciationAmt |
| Book Value | $1,208,388 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,499,606 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,302,145 | DepreciationAmt |
| Book Value | $1,197,461 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,865,813 | OtherCostOrOtherBasisAmt |
| Depreciation | $486,954 | DepreciationAmt |
| Book Value | $30,378,859 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $77,649,224 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY | $21,532,501 | F |
| PRIVATE CREDIT | $3,085,083 | F |
| GLOBAL EQUITIES | $14,057,724 | F |
| HEDGE FUND | $5,590,515 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $44,265,823 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONTRACTUAL AND TUITION FEES RECEIVABLE | $38,123,406 |
| DEFERRED COMPENSATION | $209,396 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $38,332,802 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONQUALIFIED DEFERRED COMP | $201,016 |
| CONTRACTUAL UNEARNED TUITION AND FEES | $38,123,406 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $38,324,422 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $61,441,260 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,238,726 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $287,970 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $899,751 | OtherRevenueAmt |
| Revenue Not Reported | $4,426,447 | RevenueNotReportedAmt |
| Revenue Subtotal | $57,014,813 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $325,933 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $7,001,390 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,327,323 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $64,342,136 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $50,671,567 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $287,970 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $899,751 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,187,721 | ExpensesNotReportedAmt |
| Expenses Subtotal | $49,483,846 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $325,933 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $4,988,299 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,314,232 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $54,798,078 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | OVER A PERIOD OF TIME THE SCHOOL HAS RECEIVED CONTRIBUTIONS OF WORKS OF ART AND FURNISHINGS TO BE EXHIBITED IN VARIOUS LOCATIONS ON THE CAMPUS. THESE ITEMS HAVE BEEN CAPITALIZED AS COLLECTIONS. THE COLLECTIONS ARE RECORDED AT APPRAISED VALUE WHEN DONATED. THE SCHOOL UNDERTAKES TO CARE FOR, PROTECT, AND PRESERVE SUCH CONTRIBUTED WORKS OF ART AND FURNISHING. COLLECTION ITEMS ARE INSPECTED PERIODICALLY AND REPAIRED AS REQUIRED. |
| PART X, LINE 2: | THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 176,129. FUNDRAISING EXPENSES 685,230. RENTAL EXPENSES 28,392. GAMING EXPENSES 10,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE 2,013,091. FINANCIAL AID 4,988,299. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 685,230. COST OF GOODS SOLD 176,129. RENTAL EXPENSES 28,392. GAMING EXPENSES 10,000. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 4,988,299. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | GREENHILL SCHOOL PRINTS A NON-DISCRIMINATORY STATEMENT PUBLISHED ON ITS WEBSITE AND ON ALL PUBLICATIONS PROVIDED TO FAMILIES/STUDENTS. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $16,176,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $16,176,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $16,176,000 | TotalSpentAmt |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | GREENHILL USES THE ACCRUAL METHOD TO ACCOUNT FOR EXPENDITURES IN FOREIGN REGIONS. THIS REPORTING METHODOLOGY IS CONSISTENT WITH THE ORGANIZATION'S FINANCIAL STATEMENTS. |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $986,924 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $862,485 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $124,439 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $500 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $350,318 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $94,362 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $102,279 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $137,771 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $986,924 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $862,485 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $124,439 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $500 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $350,318 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $94,362 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $102,279 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $137,771 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $685,230 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$560,791 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $23,550 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $10,000 | NonCashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $23,550 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $10,000 | NonCashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $10,000 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $13,550 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | TX | StatesWhereGamingConductedCd |
| Licensed | 0 | LicensedInd |
| Explanation If No | THE ONLY GAMING ACTIVITES OF GREENHILL SCHOOL ARE RAFFLES GOVERNED BY THE TEXAS CHARITABLE ENABLING ACT. THE SCHOOL ADHERES TO THIS ACT. | ExplanationIfNoTxt |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW MARTINSON | BusinessNameLine1Txt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4141 SPRING VALLEY RD | AddressLine1Txt |
| City | ADDISON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | ANN CARTER | GamingManagerPersonNm |
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | SUPERVISION OF RAFFLE TICKET SALES/PRIZE AWARDING. | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 227 | RecipientCnt |
| Non Cash Assistance | $4,988,299 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | TUITION | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID IS AWARDED BASED SOLELY UPON DEMONSTRATED FINANCIAL NEED. A FAMILY'S NEED IS ASSESSED ANNUALLY THROUGH A COMPREHENSIVE REVIEW PROCESS. THE ANNUAL PROCESS REQUIRES THAT THE FAMILY COMPLETE AN APPLICATION AND PROVIDE A FULL SET OF TAX RETURNS INCLUDING ALL SUPPORTING SCHEDULES, EACH YEAR THAT THEIR CHILD IS ATTENDING THE SCHOOL. TO DETERMINE THE APPROPRIATE FINANCIAL AID, THE SCHOOL UTILIZES A STANDARD METHODOLOGY PROVIDED BY SCHOOL AND STUDENT SERVICES (SSS) WHICH IS USED BY INDEPENDENT SCHOOLS NATIONWIDE. THIS METHODOLOGY CALCULATES A CONTRIBUTION FOR EACH INDIVIDUAL FAMILY BASED UPON THE FAMILY'S SPECIFIC FINANCIAL SITUATION AND DISCRETIONARY INCOME. PRIOR TO MAKING AN AWARD, EACH APPLICANT'S FILE AND PROPOSED AWARD IS CAREFULLY REVIEWED BY A COMMITTEE TO ENSURE THE DECISIONS ARE BASED ON CONSISTENT APPLICATION OF NEED BASED CRITERIA. AID IS AWARDED TO STUDENTS AS A REDUCTION IN THEIR TUITION. NO CASH IS DISTRIBUTED TO RECIPIENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEE HARK | ||||||||||||||
| HEAD OF SCHOOL, EX-OFFICIO | $458,975 | $0 | $85,000 | $0 | $47,125 | $0 | $105,153 | $0 | $54,717 | $0 | $750,970 | $0 | $0 | $0 |
| KENDRA GRACE | ||||||||||||||
| CFO/COO/ASSISTANT HEAD OF SCHOOL | $292,745 | $0 | $711 | $0 | $23,135 | $0 | $28,817 | $0 | $24,583 | $0 | $369,991 | $0 | $0 | $0 |
| MICHAEL SIMPSON | ||||||||||||||
| HEAD OF LOWER SCHOOL | $181,612 | $0 | $711 | $0 | $46,239 | $0 | $11,706 | $0 | $11,459 | $0 | $251,727 | $0 | $0 | $0 |
| SUSAN T PALMER | ||||||||||||||
| HEAD OF MIDDLE SCHOOL | $186,516 | $0 | $4,264 | $0 | $0 | $0 | $14,474 | $0 | $6,838 | $0 | $212,092 | $0 | $0 | $0 |
| TREVOR WORCESTER | ||||||||||||||
| HEAD OF UPPER SCHOOL | $181,725 | $0 | $1,088 | $0 | $0 | $0 | $14,833 | $0 | $11,212 | $0 | $208,858 | $0 | $0 | $0 |
| AARON WHITE | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $174,059 | $0 | $711 | $0 | $6,462 | $0 | $14,988 | $0 | $8,712 | $0 | $204,932 | $0 | $0 | $0 |
| THOMAS R PERRYMAN | ||||||||||||||
| ASSOCIATE HEAD OF SCHOOL FOR MISSION | $178,792 | $0 | $5,686 | $0 | $0 | $0 | $0 | $0 | $19,657 | $0 | $204,135 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | THE ORGANIZATION'S HEAD OF SCHOOL LEE HARK AND CFO/COO/ASSISTANT HEAD OF SCHOOL KENDRA GRACE PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN. DURING THE 2022 CALENDAR YEAR, THE SCHOOL CONTRIBUTED $89,903 AND $14,128 TO LEE HARK AND KENDRA GRACE'S PLANS, RESPECTIVELY. |
| PART I, LINE 7 | THE DISCRETIONARY ANNUAL BONUS IS DETERMINED BY THE COMPENSATION COMMITTEE. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,650 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $27,384 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,239,041 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MEALS & ENTERTAINMENT | 116 | $133,135 | FMV |
| Yes (X) | GIFT CARDS | 18 | $4,023 | FMV |
| Yes (X) | TRAVEL/TRIPS | 1 | $300 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | PER ARTICLE V, SECTION 51 OF THE ORGANIZATION'S BYLAWS, THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF UP TO FOURTEEN TRUSTEES, INCLUDING THE CHAIR, THE CHAIR-ELECT, THE SECRETARY/ASSISTANT CHAIR, THE TREASURER, THE CHAIRPERSONS OF ALL COMMITTEES, AND AT-LARGE MEMBERS NOMINATED BY THE CHAIR AT HIS OR HER DISCRETION. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL POWER AND AUTHORITY VESTED IN THE BOARD IN THE MANAGEMENT OF THE BUSINESS, PROPERTY, AND AFFAIRS OF THE ORGANIZATION (INCLUDING, WITHOUT LIMITATION, THE ADOPTION OF ADVISORY POLICIES WITH RESPECT TO THE MANAGEMENT AND OPERATIONS OF THE ORGANIZATION), EXCEPT IN RESPECT OF REMOVAL OR ELECTION OF TRUSTEES AND OFFICERS OF THE CORPORATION AND AMENDMENT OF THE BYLAWS, AND ALL SHALL HAVE SUCH OTHER POWER AND AUTHORITY AS SHALL BE EXPRESSLY DELEGATED TO IT BY THE BOARD BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE TRUSTEES, THEN IN OFFICE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED AND PRESENTED TO THE AUDIT COMMITTEE BY OUR OUTSIDE CPA FIRM, THE AUDIT COMMITTEE CHAIR THEN PRESENTS IT TO THE BOARD OF TRUSTEES FOR FINAL APPROVAL. A COPY IS PROVIDED TO ALL VOTING BOARD MEMBERS USING A SECURE WEB PORTAL PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS DISTRIBUTED AT THE BEGINNING OF EACH YEAR TO ALL BOARD MEMBERS, AS WELL AS ALL EMPLOYEES WITH PURCHASING RESPONSIBILITY. THE POLICY IS INCLUDED IN THE BOARD OF TRUSTEES MANUAL AND THE EMPLOYEE POLICIES AND PROCEDURES MANUAL. THE POLICY REQUIRES THE DISCLOSURE OF ANY COMPENSATION RECEIVED FROM THE ORGANIZATION AND ANY RELATIONSHIPS WITH RELATED PARTIES (REPORTED IN FORM 990, PART VI AND SCHEDULE 0). AT EACH COMMITTEE AND BOARD MEETING, MEMBERS ARE EXPECTED TO COMPLY WITH THE POLICY. ANY BOARD MEMBERS WITH A POTENTIAL CONFLICT OF INTEREST ARE EXPECTED TO RECUSE THEMSELVES FROM ANY RELEVANT ISSUE AND THE RECUSAL IS REFLECTED IN THE MINUTES OF THAT MEETING. IF THAT MATTER INVOLVES AN ADMINISTRATOR, FACULTY MEMBER OR OTHER EMPLOYEE, HE OR SHE SHOULD ADVISE THE HEAD OF SCHOOL. IF THE MATTER INVOLVES THE CHAIR OF THE BOARD, HE OR SHE SHOULD ADVISE THE CHAIR OF THE AUDIT AND RISK MANAGEMENT COMMITTEE, THE CHAIR OF THE BOARD, THE HEAD OF SCHOOL, OR THE CHAIR OF THE AUDIT AND RISK MANAGEMENT COMMITTEE. AS THE CASE MAY BE, SHOULD THEN CONSULT WITH SUCH PERSONS, PROVIDE SUCH GUIDANCE AND TAKE SUCH ACTION AS HE, SHE, OR IT CONSIDERS APPROPRIATE TO ADDRESS THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HEAD OF THE SCHOOL'S COMPENSATION IS OUTLINED IN HIS CONTRACT WHEN THE CONTRACT IS UP FOR RENEWAL, THE COMPENSATION COMMITTEE BENCHMARKS THE COMPENSATION AGAINST OTHER SCHOOLS AND OUTLINES EACH YEAR'S COMPENSATION IN THE CONTRACT. THE CFO/COO'S COMPENSATION IS BASED UPON EXPERIENCE. THE CFO/COO RECEIVES THE MERIT INCREASE FOR ADMINISTRATORS AS ESTABLISHED ANNUALLY BY THE BOARD. BOTH THE HEAD OF SCHOOL AND CFO/COO'S COMPENSATIONS ARE ADDITIONALLY REVIEWED EACH YEAR BY THE AUDIT AND RISK MANAGEMENT COMMITTEE IN COMPLIANCE WITH INTERMEDIATE SANCTION REGULATIONS AND ALL DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC BY REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 100,092. MANAGEMENT AND GENERAL EXPENSES 49,392. FUNDRAISING EXPENSES 11,048. TOTAL EXPENSES 160,532. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,589,446. MANAGEMENT AND GENERAL EXPENSES 180,108. FUNDRAISING EXPENSES 285,818. TOTAL EXPENSES 3,055,372. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 2,517,944. MANAGEMENT AND GENERAL EXPENSES 175,135. FUNDRAISING EXPENSES 277,925. TOTAL EXPENSES 2,971,004. |
| FORM 990, PART XI, LINE 9: | LOSS ON UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE -2,013,091. |