2022-02-10T16:52:13-06:00 2021-06-30 620713250 KRAFTCPAS PLLC 555 GREAT CIRCLE ROAD NASHVILLE TN 37228 990 2020-07-01 620501916 THE HARPETH HALL SCHOOL HARP 6153460091 3801 HOBBS ROAD NASHVILLE TN 37215 TOM MURPHY DIRECTOR OF FINANCE AND OPERATIONS 6153460091 2022-02-09 1 TOM MURPHY 999009999 FRANCES E LEAHY P00713593 6152427351 2022-02-07 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z TOM MURPHY 3801 HOBBS ROAD NASHVILLE TN 37215 41266575 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. 32 31 313 500 0 0 5046689 5398137 22356275 22533469 1266498 2198832 -12795 191404 28656667 30321842 2186386 2378378 0 0 14711772 15117801 0 0 1552173 8933728 9437362 25831886 26933541 2824781 3388301 117966008 137432520 13104458 14638772 104861550 122793748 HARPETH HALL IS AN INDEPENDENT, COLLEGE PREPARATORY SCHOOL FOR GIRLS AND YOUNG WOMEN IN GRADES FIVE THROUGH TWELVE. 0 0 22248653 2378378 22609551 HARPETH HALL SCHOOL EDUCATES GIRLS AND YOUNG WOMEN IN GRADES 5-12 TO THINK CRITICALLY, LEAD CONFIDENTLY, AND LIVE HONORABLY. DURING THE 2020-2021 YEAR, ENROLLMENT WAS 719 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 2021 RECEIVED OFFERS OF ADMISSION TO 141 COLLEGES AND UNIVERSITITES FROM COAST TO COAST AND ABROAD AND ATTENDED 60 DIFFERENT SCHOOLS IN 27 STATES, WASHINGTON D.C. AND CANADA. 22248653 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 77 0 1 313 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 32 31 1 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 JESSIE HILL HEAD OF SCHOOL 40.00 X 335863 0 57956 THOMAS MURPHY DIRECTOR OF FINANCE AND OPERATIONS 40.00 X 197516 0 34593 SUSAN MOLL DIRECTOR OF ADVANCEMENT 40.00 X 154491 0 23428 ARMISTEAD LEMON DIRECTOR OF UPPER SCHOOL 40.00 X 135751 0 21986 JUDI O'BRIEN DIRECTOR OF MIDDLE SCHOOL 40.00 X 132027 0 20859 MOLLY RUMSEY DIRECTOR OF INFORMATIONAL SERVICES 40.00 X 114951 0 19336 JUSTIN DOVER IT DIRECTOR 40.00 X 113524 0 19481 JENNIFER BYERS DIRECTOR OF COLLEGE COUNSELING 40.00 X 105949 0 21803 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 DAVID T VANDEWATER VICE CHAIR 2.00 X X 0 0 0 NONI NIELSEN TREASURER 2.00 X X 0 0 0 JACKIE GLOVER THOMPSON SECRETARY 2.00 X X 0 0 0 JANE ALLEN BOARD MEMBER 2.00 X 0 0 0 GREG AVERBUCH BOARD MEMBER 2.00 X 0 0 0 MELANIE PATTERSON BLANK BOARD MEMBER 2.00 X 0 0 0 MICHELLE GASKIN BROWN BOARD MEMBER 2.00 X 0 0 0 BRIE BROWN BUCHANAN BOARD MEMBER 2.00 X 0 0 0 CRAIG BUFFKIN BOARD MEMBER 2.00 X 0 0 0 MARY BRITTON THOMPSON CUMMINGS BOARD MEMBER 2.00 X 0 0 0 ADELAIDE GRACE DAVIS BOARD MEMBER 2.00 X 0 0 0 PATTY LITTON DELONY BOARD MEMBER 2.00 X 0 0 0 DAVID FITZGERALD BOARD MEMBER 2.00 X 0 0 0 ELIZABETH ROBBINS HAWKINS BOARD MEMBER 2.00 X 0 0 0 WHITSON LOWE BOARD MEMBER 2.00 X 0 0 0 FRANK MAJORS BOARD MEMBER 2.00 X 0 0 0 JON MEACHAM BOARD MEMBER 2.00 X 0 0 0 LAUREN MELKUS BOARD MEMBER 2.00 X 0 0 0 MATT MILLER BOARD MEMBER 2.00 X 0 0 0 AMIT MISRA BOARD MEMBER 2.00 X 0 0 0 KATIE GROOS NELSON BOARD MEMBER 2.00 X 0 0 0 CAROL LEN PORTIS BOARD MEMBER 2.00 X 0 0 0 JAY SANGERVASI BOARD MEMBER 2.00 X 0 0 0 RACHEL REEVES SETTLE BOARD MEMBER 2.00 X 0 0 0 DANA DEATON VERNER BOARD MEMBER 2.00 X 0 0 0 JACK WALLACE BOARD MEMBER 2.00 X 0 0 0 CRISSY WIECK BOARD MEMBER 2.00 X 0 0 0 CHRIS WHITSON BOARD MEMBER 2.00 X 0 0 0 TAMMY WOLCOTT BOARD MEMBER 2.00 X 0 0 0 MANDY HAYNES YOUNG BOARD MEMBER 2.00 X 0 0 0 1290072 0 219442 8 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 DINING HALL SERVICES 949095 SCHOOL FACILITY MANAGEMENT LLC 800 18TH AVE S STE A NASHVILLE TN 37203 MAINTENANCE SERVICES 693052 SERVICEFM LLC 800 18TH AVE S STE A NASHVILLE TN 37203 CLEANING SERVICES 347841 THE ORCUTT WINSLOW LIMITED LIABILITY PAR 5016 CENTENNIAL BLVD 3RD FL NASHVILLE TN 37209 ARCHITECTURE SERVICES 295448 H2L OUTDOOR SOLUTIONS LLC 8220 NEAL RD ARRINGTON TN 37014 BALMER GARDEN CONTRACTOR 227296 5 238996 5159141 824385 5398137 TUITION & FEES 611600 22097845 22097845 STUDENT ACTIVITIES & FEES 611710 353988 353988 BOOKSTORE OPERATIONS 611710 73288 73288 STEM INCOME 611710 5292 5292 WELLNESS CLASS INCOME 611710 2800 2800 256 256 22533469 338577 338577 5000 0 5000 5000 5000 12633681 10500 10783926 0 1849755 10500 1860255 1860255 50863 238996 160807 -109944 -109944 INSURANCE CLAIMS 900099 220266 0 220266 OTHER INCOME 900099 45902 45902 FINANCE CHARGES 525990 25641 25641 4539 4539 296348 30321842 22609551 0 2314154 2378378 2378378 1170062 638834 212945 318283 10745177 9161463 1122206 461508 921429 807294 82405 31730 1444866 1220405 143567 80894 836267 702464 83627 50176 52006 52006 27520 27520 603966 603966 45226 19748 18276 7202 188584 9018 90878 88688 252921 136559 82048 34314 1024527 913091 77040 34396 2025022 1721589 202289 101144 16507 8630 7877 39930 31944 7986 2033858 1728779 203386 101693 275209 235504 26470 13235 DINING HALL 833863 833863 INSTRUCTIONAL EXPENSES 789311 779662 6433 3216 MISCELLANEOUS 481318 386912 59461 34945 ATHLETIC DEPARTMENT 230913 230913 516681 312233 29562 174886 26933541 22248653 3132715 1552173 18636390 23833884 370426 290568 1870063 1552071 39552 101310 55926 31397 994296 720961 76727714 30656999 46164661 46070715 8470646 11344267 41235560 53352659 128488 134688 117966008 137432520 1211175 1917927 9610690 10498911 2237439 2171534 45154 50400 13104458 14638772 X 50806033 51993445 54055517 70800303 104861550 122793748 117966008 137432520 3388301 14543897 0 X X 0 1 X 1 0 X 3249702 3701823 6218245 5046689 5398137 23614596 3249702 3701823 6218245 5046689 5398137 23614596 2442275 21172321 148606 277393 489362 603163 343577 1862101 87348 87348 120567 148945 155351 143682 266168 834713 26398758 104849298 0.80200 0.82160 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 49854658 1383281 16074962 1741538 65571363 51267270 791260 -640296 1563576 49854658 47851458 2605557 2337693 1527438 51267270 44371658 1054279 3900486 1474965 47851458 38488228 999736 6341408 1457714 44371658 0.56980 0.43020 0 0 7045811 7045811 57412922 21931434 35481488 8403883 5364906 3038977 3299724 3179474 120250 565374 181185 384189 46070715 INTERNATIONAL BOND FUND 1103797 F HEDGE AND OPPORTUNISTIC FUNDS 38433197 F PRIVATE EQUITIES 10241051 F REAL ASSETS 3574614 F 53352659 AGENCY FUNDS 50400 50400 X 42044302 14543897 100 160807 14704804 27339498 603966 2378378 2982344 30321842 28868860 100 160807 160907 28707953 603966 -2378378 -1774412 26933541 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 160,807. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID (AUDIT PURPOSES NETTED AGAINST TUITION) 2,378,378. PART XII, LINE 2D - OTHER ADJUSTMENTS: PARENT'S ASSOCIATION FUNDRAISING EXPENSES 160,807. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID (AUDIT PURPOSES NETTED AGAINST TUITION) -2,378,378. 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 2355630 0 0 0 0 0 0 2355630 0 2355630 0 0 0 0 0 0 PART III ACCOUNTING METHOD: MAIN EVENT 269615 239097 30518 24782 4709 101329 HANG UP SALE 14374 14374 8685 283989 239097 44892 24782 4709 110014 139505 -94613 1 FINANCIAL AID 127 2378378 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 335863 0 0 0 0 0 48000 0 9956 0 393819 0 0 0 THOMAS MURPHY DIRECTOR OF FINANCE AND OPERATIONS 197516 0 0 0 0 0 21787 0 12806 0 232109 0 0 0 SUSAN MOLL DIRECTOR OF ADVANCEMENT 154491 0 0 0 0 0 15942 0 7486 0 177919 0 0 0 ARMISTEAD LEMON DIRECTOR OF UPPER SCHOOL 135751 0 0 0 0 0 14500 0 7486 0 157737 0 0 0 JUDI O'BRIEN DIRECTOR OF MIDDLE SCHOOL 132027 0 0 0 0 0 13373 0 7486 0 152886 0 0 0 691560 TUITION REMISSION EMPLOYEE BENEFITS JANE BERRY JACQUES BOARD CHAIR SIBLING IS EMPLOYED AS A FACULTY MEMBER 59914 FACULTY COMPENSATION 0 X 37 747170 VALUE SOLD X AUCTION MISCELLANEOUS ITEMS 194 72541 AUCTION PROCEEDS X VARIOUS SUPPLIES/TICKETS 10 4674 DONOR'S COST 0 1 0 PART I, COLUMN (B): COLUMN B LISTS THE NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 2 MARY BRITTON THOMPSON CUMMINGS AND JACKIE GLOVER THOMPSON, FAMILY RELATIONSHIP. 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.