2021-05-11T09:28:40-05:00 2020-06-30 231144520 TAIT WELLER & BAKER LLP TWO LIBERTY PL 50 S 16TH ST STE 2900 PHILADELPHIA PA 191022529 990 2019-07-01 231352647 THE HILL SCHOOL HILL 6103261000 860 BEECH STREET POTTSTOWN PA 19464 ZACHARY G LEHMAN HEADMASTER 6103261000 2021-05-11 1 HARRISON PEREIRA P00746867 2159798800 2021-05-10 2019 2022-09-23 18:48:47Z X ZACHARY G LEHMAN 860 BEECH STREET POTTSTOWN PA 19464 75044090 0 X WWW.THEHILL.ORG X 1920 PA SECONDARY BOARDING/DAY EDUCATIONAL INSTITUTION 27 27 316 85 553739 0 17104112 18285753 29554065 29256061 11321185 9432263 174856 91724 58154218 57065801 8551776 7163102 0 0 17570380 18589197 13800 3150 3341651 19297829 19615466 45433785 45370915 12720433 11694886 284105868 285466694 52857399 54002374 231248469 231464320 X THE HILL SCHOOL PREPARES STUDENTS FROM ACROSS THE COUNTRY AND AROUND THE WORLD FOR COLLEGE, CAREERS AND LIFE. WITHIN A FAMILY SCHOOL ENVIRONMENT AND A RIGOROUS LIBERAL ARTS CURRICULUM, WE CHALLENGE OUR YOUNG PEOPLE TO WORK HARD; THINK AND REASON; BE FULFILLED; SERVE THE COMMON GOOD; AND BE PREPARED TO LEAD AS CITIZENS OF THE WORLD, UNIQUELY GUIDED BY OUR MOTTO, "WHATSOEVER THINGS ARE TRUE." 0 0 32364818 7163102 29256061 THE HILL SCHOOL PROVIDES A CHALLENGING CURRICULUM TO ITS 529 STUDENTS EMPHASIZING CRITICAL THINKING AND WRITING. A TOTAL OF 25 ADVANCED PLACEMENT COURSES WERE OFFERED AS WELL AS AN ARRAY OF HONORS CLASSES AND INDEPENDENT STUDIES. HILL STUDENTS ARE ACTIVE IN ATHLETICS, THE ARTS, STUDENT-RUN ORGANIZATIONS AND COMMUNITY SERVICE. HILL STUDENTS ARE DRAWN FROM 34 STATES AND 31 FOREIGN COUNTRIES. THE TYPICAL CLASS SIZE IS 12-14 STUDENTS WITH A STUDENT/TEACHER RATIO OF 8:1. 32364818 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 1 0 0 0 1 144 0 316 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA AK CO KY MD MA MI NH OH OK OR WA X RICHARD T WOOD 6103261000 THE HILL SCHOOL 860 BEECH STREET POTTSTOWN PA 19464 PRESTON G ATHEY CHAIRMAN 10.00 X X 0 0 0 JAMES L ALEXANDRE VICE CHAIRMAN 3.00 X X 0 0 0 DOUGLAS J BOUQUARD III BOARD MEMBER 2.00 X 0 0 0 PETER B BENEDICT II BOARD MEMBER 2.00 X 0 0 0 JOHN M GVODAS JR BOARD MEMBER 2.00 X 0 0 0 DOUGLAS R BRODY BOARD MEMBER 2.00 X 0 0 0 MICHELLE A GYVES BOARD MEMBER 2.00 X 0 0 0 PETER G HUMPHREY BOARD MEMBER 3.00 X 0 0 0 MICHAEL W HARRIS BOARD MEMBER 2.00 0.50 X 0 0 0 GEOFFREY A RICHARDS BOARD MEMBER 2.00 0.50 X 0 0 0 JASON W INGLE BOARD MEMBER 2.00 0.50 X 0 0 0 SCOTT C WILSON BOARD MEMBER 3.00 X 0 0 0 HANS S MAENTZ BOARD MEMBER 2.00 X 0 0 0 JOHN P MILLAR JR BOARD MEMBER 2.00 X 0 0 0 JUDY WONG BOARD MEMBER 2.00 X 0 0 0 DUNCAN S BANFIELD BOARD MEMBER 2.00 X 0 0 0 ELIZABETH T BURTON BOARD MEMBER 2.00 X 0 0 0 ROBERT W OBERRENDER BOARD MEMBER 2.00 X 0 0 0 JAMES A BAKER IV BOARD MEMBER 2.00 X 0 0 0 LYNNE EVANS BOARD MEMBER 2.00 X 0 0 0 JOHN KEFFER BOARD MEMBER 2.00 X 0 0 0 JAMES J SHEWARD BOARD MEMBER 2.00 X 0 0 0 RICHARD J TABARRINI JR BOARD MEMBER 2.00 X 0 0 0 OLIVIA M ZITKUS BOARD MEMBER 2.00 X 0 0 0 MATTHEW J BATES BOARD MEMBER 2.00 X 0 0 0 MADISON BYRNES BOARD MEMBER 2.00 X 0 0 0 ANNA BAYNE CAROUGE BOARD MEMBER 2.00 X 0 0 0 ZACHARY LEHMAN HEADMASTER 40.00 0.50 X 412873 0 136095 SCOTT FAULKINGHAM ASSISTANT TREASURER 40.00 0.50 X 122477 0 23951 RICHARD WOOD TREASURER & CFO 40.00 X 251310 0 77180 THOMAS ECCLESTON IV ASST. HEADMASTER FOR ENROL 40.00 X 151831 0 144262 CHRISTIAN P SOCKEL ASST. HEADMASTER FOR ADVAN 40.00 X 200280 0 95249 JENNIFER LAGOR ASST. HEAD OF STUDENT LIFE 40.00 X 160351 0 62402 LEONARD MILLER ASSOCIATE HEADMASTER 40.00 X 174175 0 115263 1473297 0 654402 7 0 1 0 WOHLSEN CONSTRUCTION COMPANY 1295 MANHEIM PIKE LANCASTER PA 17601 CONSTRUCTION 12515143 SODEXO FOOD SERVICE 9801 WASHINGTONIAN BLVD GAITHERSBURG MD 20878 FOOD SERVICE 1969882 GORDON H BAVER INC 187 WEST 8TH STREET PENNSBURG PA 18073 CONSTRUCTION 1356630 MODULAR GENIUS INC 1201 S MOUNTAIN ROAD JOPPA MD 21085 MODULAR RENTALS 680989 MILLER BROTHERS 301 ALAN WOOD ROAD CONSHOHOCKEN PA 19428 ELECTRICAL INFRASTRUCTURE 533753 34 18285753 3502757 18285753 TUITION AND FEES 611600 28702322 28702322 SUMMER ATHLETIC CAMPS 713990 385352 385352 USE OF FACILITIES 713990 168387 168387 29256061 1607656 1607656 25568111 120359 17768404 95459 7799707 24900 7824607 7824607 95152 114426 -19274 -19274 MISCELLANEOUS INCOME 900099 56125 56125 STUDENT BUS TRIPS 900099 49031 49031 VENDING INCOME 900099 5842 5842 110998 57065801 28794046 553739 9432263 10000 10000 7153102 7153102 1090583 145952 798679 145952 12790316 7901033 3796819 1092464 1145240 715052 332932 97256 2690661 1660555 802899 227207 872397 513272 282117 77008 185674 185674 43050 43050 3150 3150 399998 399998 484000 354670 129330 1017 1017 900001 752792 147209 52119 52119 1174578 944900 213842 15836 144511 108119 36392 1673662 1497927 150630 25105 4274608 3825774 384715 64119 470369 470369 INSTRUCTIONAL 2760225 2760225 REPAIRS & MAINTENANCE 2426313 2171550 218368 36395 FOOD SERVICE 1633053 1633053 AUTO-GROUNDS-HOUSEKEEPI 949649 849936 85468 14245 2042639 582487 283305 1176847 45370915 32364818 9664446 3341651 333852 308901 27011372 22600173 11355080 13953211 163966 99324 99776 111068 283090 206313 129108727 36319332 77318635 92789395 16582105 15733729 150591238 139340922 366754 323658 284105868 285466694 5484100 4786509 174086 167495 42912817 44587382 4286396 4460988 52857399 54002374 X 82708004 89065025 148540465 142399295 231248469 231464320 284105868 285466694 X 11694886 -11453177 -25858 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 172987113 3485763 -5521269 2212427 5657173 163082007 168744097 2138008 9783711 2074314 5604389 172987113 162205727 828500 12460270 1856070 4894330 168744097 147654514 824245 20225968 1787629 4711371 162205727 155501084 3590821 -5239391 1534710 4663290 147654514 0.25020 0.40050 0.34920 0 0 2673547 2673547 91067715 29222586 61845129 13991930 4802399 9189531 4066420 2294347 1772073 17309115 17309115 92789395 PRIVATE EQUITY AND REAL ESTATE PARTNERSHIPS 90173243 F POOLED FIXED INCOME FUNDS 13521210 F POOLED EQUITY FUNDS 35646469 F 139340922 DEPOSITS AND ADVANCED TUITION 4227928 DUE TO HOBART'S RUN 233060 4460988 X 38269830 -11453177 210306 -11242871 49512701 399998 7153102 7553100 57065801 37989228 171413 171413 37817815 399998 7153102 7553100 45370915 PART III, LINE 4: THE SCHOOL MAINTAINS THREE COLLECTIONS; N.C. WYETH PAINTINGS, DUCK STAMPS AND AUDUBON PRINTS. THESE ARE ALL DISPLAYED FOR THE EDUCATION OF OUR STUDENTS. THE WYETH PAINTINGS DEPICT HISTORICAL BATTLES THAT SHAPED U.S. HISTORY. THE DUCK STAMPS AND AUDUBON PRINTS ARE VISUAL AIDS FOR THE STUDENTS STUDYING BIRDS. PART X, LINE 2: MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN TAX YEARS (JUNE 30, 2017 - JUNE 30, 2019) OR EXPECTED TO BE TAKEN IN THE SCHOOL'S TAX RETURN FOR THE YEAR ENDED JUNE 30, 2020 AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - BOOKSTORE 114,426. INCOME OF RELATED ENTITY 95,880. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 7,153,102. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD - BOOKSTORE 114,426. EXPENSES OF RELATED ENTITY 56,987. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 7,153,102. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 IN 2019-2020, THE HILL SCHOOL'S STUDENT BODY OF 402 BOARDING STUDENTS AND 127 DAY STUDENTS WAS DRAWN FROM 34 STATES, AND 31 FOREIGN COUNTRIES. THE SCHOOL HAS ALWAYS HAD A NON-DISCRIMINATORY POLICY, WHICH HAS BEEN APPROVED BY THE BOARD OF TRUSTEES, AND THIS POLICY IS STATED IN ALL OF THE MAJOR SCHOOL PUBLICATIONS. THE STUDENT BODY CONSISTS OF AFRICAN-AMERICANS AND OTHER STUDENTS FROM RACIAL MINORITY GROUPS AS WELL AS NATIVE STUDENTS FROM AUSTRALIA, BOTSWANA, CANADA, CHINA, ENGLAND, HONG KONG, JAPAN, MEXICO, POLAND, RUSSIA, SINGAPORE, SOUTH AFRICA, SOUTH KOREA, SPAIN, SWEDEN, THAILAND, TURKEY AND VIETNAM. 1 POTTSTOWN AREA INDUSTRIAL DEVELOPMENT CORPORATION 152 E HIGH STREET SUITE 360 POTTSTOWN PA 19464 231878840 501(C)(3) 10000 PAYMENTS IN LIEU OF TAXES 1 0 FINANCIAL AID 220 7153102 PART I, LINE 2: THE FINANCIAL AID COMMITTEE REVIEWS APPLICATIONS FOR AID SUBMITTED THROUGH SSS OF PRINCETON, COPIES OF PARENT'S FEDERAL TAX RETURNS AND ANY OTHER INFORMATION OFFERED BY THE APPLICANTS. ALL RECORDS ARE MAINTAINED BY THE DIRECTOR OF FINANCIAL AID. AID IS AWARDED BASED ON THE NEED AS DETERMINED BY THE SSS CALCULATIONS. ALL FINANCIAL AID THAT IS AWARDED IS CREDITED TO THE TUITION BILLING FOR THE STUDENT. ALL AID IS USED TO REDUCE THE TUITION PAYABLE. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 ZACHARY LEHMAN HEADMASTER 394373 0 0 0 18500 0 45815 0 90280 0 548968 0 0 0 RICHARD WOOD TREASURER & CFO 235710 0 0 0 15600 0 33436 0 43744 0 328490 0 0 0 THOMAS ECCLESTON IV ASST. HEADMASTER FOR ENROL 141005 0 0 0 10826 0 20106 0 124156 0 296093 0 0 0 CHRISTIAN P SOCKEL ASST. HEADMASTER FOR ADVAN 181280 0 0 0 19000 0 23803 0 71446 0 295529 0 0 0 JENNIFER LAGOR ASST. HEAD OF STUDENT LIFE 158497 0 0 0 1854 0 8034 0 54368 0 222753 0 0 0 LEONARD MILLER ASSOCIATE HEADMASTER 168622 0 0 0 5553 0 24063 0 91200 0 289438 0 0 0 PART I, LINE 4B ZACHARY LEHMAN - RECEIVED $16,373 FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE FISCAL YEAR ENDED JUNE 30, 2020. A MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY 232447147 613603UF4 2015-05-01 21366223 CURRENT REFUNDING; THE REFUNDED BONDS WERE ISSUED ON 6/16/2005. 0 0 0 B MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY 232447147 613603XX2 2017-12-01 20267236 SEE PART VI 0 0 0 A 21366223 298297 1 0 1 1 B 20267236 8000000 263656 8000000 1 0 1 1 B 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 0 B 0 0 1 0 0 0 0 0 0 A 1 B 1 SCHEDULE K, PART I, LINE B, COLUMN F (F) DESCRIPTION OF PURPOSE: CURRENT REFUNDING AND TO FINANCE THE CONSTRUCTION/RENOVATIONS OF THE DINING HALL. THERE WERE TWO SERIES OF REFUNDED BONDS ISSUED ON 05/01/2013 AND 10/01/2014. JAY BERMAN FORMER BOARD MEMBER 14482 SERVED AS VICE PRESIDENT OF EXPRESS DATA SYSTEMS, THE COMPANY THAT HANDLES THE SCHOOL'S PAYROLL PROCESSING. MR. BERMAN'S DAUGHTER IS THE PRESIDENT OF THE COMPANY. 0 X 61 3502757 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE SCHOOL UTILIZES THE SERVICES OF A DISCOUNT BROKER TO SELL ALL SECURITIES RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM AND THEN IS REVIEWED BY THE OFFICERS. IT IS THEN GIVEN TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ASSISTANT SECRETARY SENDS A SURVEY TO ALL SENIOR STAFF AND TRUSTEES EVERY MAY. SHE IS RESPONSIBLE FOR MAKING SURE ALL REQUIRED PERSONS RETURN THE SURVEY. ALL POTENTIAL CONFLICTS NOTED IN THE SURVEY RESPONSES ARE THEN FORWARDED TO THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW. ANY INTERESTED TRUSTEE WILL RECUSE HIM/HERSELF WHEN CASES ARE BROUGHT TO THE ENTIRE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 15 THE SCHOOL COLLECTS SALARY INFORMATION FROM A GROUP OF 40 BOARDING SCHOOLS AND OTHER MARKET SURVEYS FOR ALL KEY EMPLOYEE POSITIONS. THIS INFORMATION IS REVIEWED BY A COMMITTEE OF THE BOARD OF TRUSTEES FOR SETTING THE HEADMASTER'S SALARY. THE HEADMASTER USES THIS INFORMATION FOR SETTING THE SALARIES FOR THE REST OF THE SCHOOL EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: ACTUARIAL LOSS ON ANNUITY OBLIGATIONS AND LIFE INCOME FUNDS -20,858. RECLASS OF CONTRIBUTION INCOME FROM HILL SCHOOL TO HOBART'S RUN -5,000. FORM 990, PART XII, LINE 2C THE PROCESS BY WHICH THE ORGANIZATION APPOINTS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. HOBART'S RUN NEIGHBORHOOD DISTRICT 860 BEECH STREET POTTSTOWN PA 19464 820939123 COMMUNITY AND ECONOMIC DEVELOPMENT PA 501(C)(3) LINE 7 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0