2023-05-02T08:00:28-05:00 2022-06-30 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2021-07-01 620501916 THE HARPETH HALL SCHOOL HARP 6153460091 3801 HOBBS ROAD NASHVILLE TN 37215 TOM MURPHY DIRECTOR OF FINANCE AND OPERATIONS 6153460091 2023-05-02 1 TOM MURPHY 999009999 FRANCES E LEAHY P00713593 6152427351 2023-04-24 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z TOM MURPHY 3801 HOBBS ROAD NASHVILLE TN 37215 55434517 0 X WWW.HARPETHHALL.ORG X 1951 TN HARPETH HALL IS AN INDEPENDENT, COLLEGE-PREPARATORY SCHOOL FOR GIRLS AND YOUNG WOMEN IN GRADES 5-12. 33 32 360 550 -73810 0 5398137 10544701 22533469 23993784 2198832 1527216 191404 66851 30321842 36132552 2378378 2351758 0 0 15117801 16013514 0 0 1697859 9437362 10707608 26933541 29072880 3388301 7059672 137432520 136914546 14638772 15556180 122793748 121358366 HARPETH HALL IS AN INDEPENDENT, COLLEGE PREPARATORY SCHOOL FOR GIRLS AND YOUNG WOMEN IN GRADES FIVE THROUGH TWELVE. 0 0 24211993 2351758 24146802 HARPETH HALL SCHOOL EDUCATES GIRLS AND YOUNG WOMEN IN GRADES 5-12 TO THINK CRITICALLY, LEAD CONFIDENTLY, AND LIVE HONORABLY. DURING THE 2021-2022 YEAR, ENROLLMENT WAS 720 STUDENTS. IN ADDITION TO A STRONG ACADEMIC CURRICULUM, OUR STUDENTS PARTICIPATE IN NUMEROUS ATHLETIC, FINE AND PERFORMING ARTS, AND ENRICHMENT OPPORTUNITIES THROUGH UNIQUE PROGRAMS INCLUDING WINTERIM, SEEK, STEM, AND SCIENCE OLYMPIAD, AS WELL AS SERVICE LEARNING AND LEADERSHIP OPPORTUNITIES IN OUR COMMUNITY AND BEYOND. THE CLASS OF 2022 RECEIVED OFFERS OF ADMISSION FROM 145 COLLEGES AND UNIVERSITIES FROM COAST TO COAST AND ABROAD. THEY WILL BE ATTENDING 60 COLLEGES AND UNIVERSITIES IN 22 STATES PLUS WASHINGTON, D.C., ENGLAND, IRELAND, AND SCOTLAND. 24211993 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 100 0 1 360 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 32 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X X TOM MURPHY 6153460091 3801 HOBBS ROAD NASHVILLE TN 37215 JANE BERRY JACQUES CHAIR AND PRESIDENT 5.00 X X 0 0 0 TRUDY WARD CARPENTER VICE CHAIR 2.00 X X 0 0 0 AMIT MISRA VICE CHAIR 2.00 X X 0 0 0 NONI NIELSEN TREASURER 2.00 X X 0 0 0 FRANK MAJORS SECRETARY 2.00 X X 0 0 0 JANE ALLEN TRUSTEE 2.00 X 0 0 0 GREG AVERBUCH TRUSTEE 2.00 X 0 0 0 BAHAR AZHDARI TRUSTEE 2.00 X 0 0 0 MELANIE PATTERSON BLANK TRUSTEE 2.00 X 0 0 0 MICHELE GASKIN BROWN TRUSTEE 2.00 X 0 0 0 KATE SHERRARD CHINN TRUSTEE 2.00 X 0 0 0 MARY BRITTON THOMPSON CUMMINGS TRUSTEE 2.00 X 0 0 0 ADELAIDE GRACE DAVIS TRUSTEE 2.00 X 0 0 0 DAVID FITZGERALD TRUSTEE 2.00 X 0 0 0 GREG HAGOOD TRUSTEE 2.00 X 0 0 0 ELIZABETH ROBBINS HAWKINS TRUSTEE 2.00 X 0 0 0 HAL HESS TRUSTEE 2.00 X 0 0 0 WHITSON LOWE TRUSTEE 2.00 X 0 0 0 JON MEACHAM TRUSTEE 2.00 X 0 0 0 LAUREN MELKUS TRUSTEE 2.00 X 0 0 0 MATT MILLER TRUSTEE 2.00 X 0 0 0 KATIE GROOS NELSON TRUSTEE 2.00 X 0 0 0 ARIE NETTLES TRUSTEE 2.00 X 0 0 0 MICHELLE WOLFE PROCTOR TRUSTEE 2.00 X 0 0 0 JAY SANGERVASI TRUSTEE 2.00 X 0 0 0 RACHEL REEVES SETTLE TRUSTEE 2.00 X 0 0 0 ALISON SMITH TRUSTEE 2.00 X 0 0 0 DANA DEATON VERNER TRUSTEE 2.00 X 0 0 0 JACK WALLACE TRUSTEE 2.00 X 0 0 0 CHRIS WHITSON TRUSTEE 2.00 X 0 0 0 CRISSY WIECK TRUSTEE 2.00 X 0 0 0 TAMMY WOLCOTT TRUSTEE 2.00 X 0 0 0 MANDY HAYNES YOUNG TRUSTEE 2.00 X 0 0 0 JESSIE HILL HEAD OF SCHOOL 40.00 X 352883 0 60115 THOMAS MURPHY DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 206594 0 36371 SUSAN MOLL DIRECTOR OF ADVANCEMENT 40.00 X 161645 0 24582 ARMISTEAD LEMON DIRECTOR OF UPPER SCHOOL 40.00 X 145219 0 22996 JUDI O'BRIEN DIRECTOR OF MIDDLE SCHOOL 40.00 X 138206 0 21456 MOLLY RUMSEY DIRECTOR OF INFORMATION SERVICES 40.00 X 121512 0 20034 JESSICA VINER DIRECTOR OF ADMISSION 40.00 X 114108 0 11300 JESSICA BLISS DIRECTOR OF MARKETING AND COMMUNICATIONS 40.00 X 111645 0 12529 DWYLA BEARD DIRECTOR OF HUMAN RESOURCES 40.00 X 111607 0 19040 JUSTIN DOVER DIRECTOR OF IT 40.00 X 102647 0 25386 1566066 0 253809 10 0 1 0 PHIPPS CONSTRUCTION COMPANY INC 5711 OLD HARDING PIKE NASHVILLE TN 37205 CONSTRUCTION CONTRACTOR 5010757 SAGE DINING SERVICES INC 1402 YORK RD SUITE 100 LUTHERVILLE MD 21093 DINING SERVICES 1570898 SCHOOL FACILITY MANAGEMENT LLC 800 18TH AVE S STE A - BACK DOOR NASHVILLE TN 37203 MAINTENANCE SERVICES 711593 SERVICEFM LLC 800 18TH AVE S STE A - BACK DOOR NASHVILLE TN 37203 CUSTODIAL SERVICES 361919 THE ORCUTT WINSLOW LIMITED LIABILITY PAR 5016 CENTENNIAL BLVD 3RD FLOOR NASHVILLE TN 37209 ARCHITECT SERVICES 220998 5 250950 10293751 542401 10544701 TUITION & FEES 611600 22810702 22810702 STUDENT ACTIVITIES & FEES 611710 1057439 1057439 BOOKSTORE OPERATIONS 611710 90854 90854 CAFETERIA & AFTER CARE 611710 28064 28064 STEM INCOME 611710 6375 6375 350 350 23993784 530203 -73810 604013 21034 0 21034 21034 21034 19997251 6000 19006238 0 991013 6000 997013 997013 188526 250950 295727 -107201 -107201 ALUMNAE 900099 47695 47695 INSURANCE CLAIMS 900099 43235 43235 OTHER INCOME 900099 33753 33753 28335 28335 153018 36132552 24146802 -73810 1514859 2351758 2351758 1208876 500666 434919 273291 11046585 9616786 975520 454279 1029684 907533 85715 36436 1865881 1572817 194238 98826 862488 720177 94874 47437 20001 20001 29606 29606 421795 421795 127152 49036 48184 29932 192444 60825 68144 63475 333229 159988 122100 51141 1017648 912063 73286 32299 2432030 2070572 240972 120486 33647 21485 12162 36184 28947 7237 2236073 1900662 223607 111804 234172 200771 22267 11134 INSTRUCTIONAL EXPENSES 1101078 1092028 6033 3017 DINING HALL 877802 877802 ATHLETIC DEPARTMENT 360776 360776 GIFTS 356010 302608 35601 17801 897961 526178 44681 327102 29072880 24211993 3163028 1697859 23833884 23104698 290568 324998 1552071 4669771 101310 80030 31397 32553 720961 751638 83070334 32470812 46070715 50599522 11344267 14772034 53352659 42438221 134688 141081 137432520 136914546 1917927 2083240 10498911 11298785 2171534 2127856 50400 46299 14638772 15556180 X 51993445 56837481 70800303 64520885 122793748 121358366 137432520 136914546 7059672 -8495054 0 X X 0 1 X 1 0 X 3701823 6218245 5046689 5398137 10544701 30909595 3701823 6218245 5046689 5398137 10544701 30909595 2612350 28297245 277393 489362 603163 343577 551237 2264732 148945 155351 143682 266168 33753 747899 33922226 110244959 0.83420 0.80200 X SCHEDULE A: PART I: BOX 2 AND 7 THE HARPETH HALL SCHOOL IS DETERMINED TO BE A PUBLIC CHARITY BECAUSE IT IS A SCHOOL DESCRIBED IN SECTION 170(B)(1)(A)(II). SCHEDULE E HAS BEEN COMPLETED AND ATTACHED. FOR PURPOSES OF SCHEDULE A, THE ORGANIZATION HAS COMPLETED PART II IN ORDER TO COMPLETE THE SPECIAL RULE ON SCHEDULE B AND DISCLOSED DONORS GREATER THAN 2% INSTEAD OF ALL DONORS GREATER THAN $5,000. PART II, LINE 10(E) PART II, LINE 10(E) INCLUDES $33,753 OF MISCELLANEOUS INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65571363 1490345 -7429283 1802778 57829647 49854658 1383281 16074962 1741538 65571363 51267270 791260 -640296 1563576 49854658 47851458 2605557 2337693 1527438 51267270 44371658 1054279 3900486 1474965 47851458 0.67180 0.32820 0 0 7045811 7045811 63612812 23146163 40466649 8426381 6162758 2263623 3411018 2978446 432572 574312 183445 390867 50599522 HEDGE AND OPPORTUNISTIC FUNDS 29037967 F PRIVATE EQUITIES 11193044 F REAL ASSETS 2207210 F 42438221 AGENCY FUNDS 46299 46299 X 25260771 -8495054 101099 295727 -8098228 33358999 421795 2351758 2773553 36132552 26696153 101099 295727 396826 26299327 421795 2351758 2773553 29072880 PART V, LINE 4: THE ENDOWMENT DRAW IS USED FOR SCHOLARSHIPS AND OTHER PROGRAM OR GENERAL EXPENSES, AS APPROVED OR PREDETERMINED BY ENDOWMENT RESTRICTIONS. PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE SCHOOL'S INCOME TAX RETURN TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE WERE NO PROVISIONS FOR INCOME TAXES, PENALTIES, OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PARENT'S ASSOCIATION FUNDRAISING EXPENSES 295,727. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID (AUDIT PURPOSES NETTED AGAINST TUITION) 2,351,758. PART XII, LINE 2D - OTHER ADJUSTMENTS: PARENT'S ASSOCIATION FUNDRAISING EXPENSES 295,727. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID (AUDIT PURPOSES NETTED AGAINST TUITION) 2,351,758. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S ADMISSION APPLICATION AND OTHER PRINTED MATERIALS INCLUDE THE NONDISCRIMINATION POLICY. ALSO, THE ADVERTISEMENT FOR OPEN HOUSE DESCRIBES THE NONDISCRIMINATION POLICY AND THE POLICY IS INCLUDED ON THE SCHOOL'S WEBSITE. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 ENDOWMENT INVESTMENTS 2775322 0 0 0 0 0 0 2775322 0 2775322 0 0 0 0 0 0 PART III ACCOUNTING METHOD: MAIN EVENT 353927 250950 102977 28547 5450 175890 HANG UP SALE 21997 21997 7939 375924 250950 124974 28547 5450 183829 217826 -92852 1 FINANCIAL AID 127 2351758 FMV STUDENT FINANCIAL AID PART I, LINE 2: EACH FAMILY IS REQUIRED TO SUBMIT A FINANCIAL AID APPLICATION ON AN ANNUAL BASIS WITH THE TWO MOST RECENT YEARS' TAX FORMS FROM THE FAMILIES. FINANCIAL AID AWARDS ARE MADE ON THE BASIS OF DEMONSTRATED NEED. THE FINANCIAL AID COMMITTEE REVIEWS THE REQUESTS AND ALL AWARDS ARE MADE IN LATE SPRING BEFORE THE SCHOOL YEAR IN QUESTION. ONCE ENROLLMENT CONTRACTS ARE COMPLETED, THESE FINANCIAL AID AWARDS ARE ENTERED AS A CREDIT ONTO THE STUDENT'S ACCOUNT. NO FURTHER MONITORING OF THE FUNDS IS REQUIRED AFTER THIS POINT. X 1 1 X X X 0 0 0 0 0 0 0 0 0 JESSIE HILL HEAD OF SCHOOL 351883 0 1000 0 0 0 48500 0 11615 0 412998 0 0 0 THOMAS MURPHY DIRECTOR OF FINANCE AND OPERATIONS 205594 0 1000 0 0 0 22827 0 13544 0 242965 0 0 0 SUSAN MOLL DIRECTOR OF ADVANCEMENT 160645 0 1000 0 0 0 16575 0 8007 0 186227 0 0 0 ARMISTEAD LEMON DIRECTOR OF UPPER SCHOOL 144219 0 1000 0 0 0 15375 0 7621 0 168215 0 0 0 JUDI O'BRIEN DIRECTOR OF MIDDLE SCHOOL 137206 0 1000 0 0 0 13835 0 7621 0 159662 0 0 0 773203 TUITION REMISSION EMPLOYEE BENEFITS JANE BERRY JACQUES BOARD CHAIR SIBLING IS EMPLOYED AS A FACULTY MEMBER 45767 FACULTY COMPENSATION 0 X 34 361932 VALUE SOLD X AUCTION MISCELLANEOUS ITEMS 273 112027 AUCTION PROCEEDS X VARIOUS SUPPLIES/TICKETS 9 68441 DONOR'S COST 0 1 0 PART I, COLUMN (B): COLUMN B LISTS THE NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990: CERTAIN MEMBERS OF THE SCHOOL, INCLUDING DIRECTOR OF FINANCE AND OPERATIONS AND CONTROLLER, ALONG WITH THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES, REVIEW FORM 990. AFTER APPROVAL BY THE AUDIT COMMITTEE, FORM 990 IS SENT TO FINANCE COMMITTEE FOR ANY ADDITIONAL QUESTIONS OR COMMENTS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ENFORCES A CONFLICT OF INTEREST POLICY, WHICH REQUIRES THAT EACH MEMBER OF THE BOARD OF TRUSTEES REVIEWS AND SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS FOR TOP OFFICIAL COMPENSATION IS DETERMINED BY REVIEW OF RELEVANT INFORMATION, INCLUDING COMPARABLE INDUSTRY SALARY INFORMATION, BY MEMBERS OF THE BOARD OF TRUSTEES WHO APPROVE THE OFFICER'S SALARY AND CHANGES, INCLUDING ANNUAL INCREASES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: SELECTED INFORMATION IS AVAILABLE ON THE SCHOOL'S WEBSITE. ALL REQUIRED INFORMATION IS MAINTAINED BY THE BUSINESS OFFICE AND AVAILABLE UPON REQUEST. INFORMATION IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS REGARDING THE SELECTION OF AN INDEPENDENT ACCOUNTANT.