MCCALLIE SCHOOL INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: MCCALLIE SCHOOL INC (EIN 62-0475837)
Tax period: 2017-07-01 to 2018-06-30
Filed: 2019-03-04
IRS object ID: 201920639349300732
Schema version: 2017v2.3
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 K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-03-04T13:23:00-06:00	ReturnTs
Tax Period End	2018-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SMITH & HOWARD PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	271 17TH STREET NW SUITE 1600	AddressLine1Txt
City	ATLANTA	CityNm
State Abbreviation	GA	StateAbbreviationCd
ZIP	30363	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	620475837	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MCCALLIE SCHOOL	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% ELIZABETH THOMPSON	InCareOfNm
Business Name Control	MCCA	BusinessNameControlTxt
Phone	4236248300	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	500 DODDS AVENUE	AddressLine1Txt
City	CHATTANOOGA	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37404	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ELIZABETH A THOMPSON	PersonNm
Person Title	CFO	PersonTitleTxt
Phone	4046248300	PhoneNum
Signature	2019-05-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARC AZAR	PreparerPersonNm
PTIN	P91739349	PTIN
Phone	4048746244	PhoneNum
Preparation	2019-05-15	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	50.227.246.66	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	67983820190635000067	FederalOriginalSubmissionId
Federal Original Submission Id	2019-03-04	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	32F818A25FF1E66BC404F8CE14DCD23EB7EF77E5	AtSubmissionCreationDeviceId
At Submission Filing Device Id	32F818A25FF1E66BC404F8CE14DCD23EB7EF77E5	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	A Lee Burns III	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	500 DODDS AVENUE	AddressLine1Txt
City	CHATTANOOGA	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37404	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$54,675,690	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.MCCALLIE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1905	FormationYr
Legal Domicile State	TN	LegalDomicileStateCd
Activity Or Mission	For the conduct of a college preparatory school for boys.	ActivityOrMissionDesc
Voting Members Governing Body	23	VotingMembersGoverningBodyCnt
Voting Members Independent	21	VotingMembersIndependentCnt
Total Employee	602	TotalEmployeeCnt
Total Volunteers	500	TotalVolunteersCnt
Total Gross UBI	-$4,844	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$4,289	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$23,876,041	PYContributionsGrantsAmt
CY Contributions Grants	$13,705,614	CYContributionsGrantsAmt
PY Program Service Revenue	$31,264,401	PYProgramServiceRevenueAmt
CY Program Service Revenue	$32,781,205	CYProgramServiceRevenueAmt
PY Investment Income	$10,820,656	PYInvestmentIncomeAmt
CY Investment Income	$2,634,841	CYInvestmentIncomeAmt
PY Other Revenue	$190,155	PYOtherRevenueAmt
CY Other Revenue	$250,677	CYOtherRevenueAmt
PY Total Revenue	$66,151,253	PYTotalRevenueAmt
CY Total Revenue	$49,372,337	CYTotalRevenueAmt
PY Grants And Similar Paid	$7,265,498	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$7,548,414	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$21,150,934	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$21,924,817	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,576,292	CYTotalFundraisingExpenseAmt
PY Other Expenses	$14,521,790	PYOtherExpensesAmt
CY Other Expenses	$14,660,339	CYOtherExpensesAmt
PY Total Expenses	$42,938,222	PYTotalExpensesAmt
CY Total Expenses	$44,133,570	CYTotalExpensesAmt
PY Revenues Less Expenses	$23,213,031	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$5,238,767	CYRevenuesLessExpensesAmt
Total Assets BOY	$224,001,585	TotalAssetsBOYAmt
Total Assets EOY	$237,734,050	TotalAssetsEOYAmt
Total Liabilities BOY	$52,971,304	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$49,892,474	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$171,030,281	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$187,841,576	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	MCCALLIE IS A PRIVATE SCHOOL WITH STATE-OF-THE-ART FACILITIES NESTLED ON 100 ACRES ON CHATTANOOGAS MISSIONARY RIDGE. SINCE 1905, MCCALLIE HAS REMAINED COMMITTED TO PROVIDING AN OUTSTANDING COLLEGE PREPARATORY EDUCATION PROGRAM FOR BOYS.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	Yes (true)	SignificantChangeInd
Expense	$31,475,294	ExpenseAmt
Grant	$7,500,414	GrantAmt
Revenue	$32,781,205	RevenueAmt
Desc	MCCALLIE PROVIDED APPROXIMATELY 936 STUDENTS IN 6TH THROUGH 12TH GRADES WITH EDUCATIONAL AND ACADEMIC SERVICES. THERE ARE BOARDING AND DAY STUDENTS PARTICIPATING IN OVER 40 STUDENT-CENTERED ORGANIZATIONS AND AN OUTSTANDING ARRAY OF EXTRA-CURRICULAR ACTIVITIES. THESE INCLUDE NATIONALLY RECOGNIZED PROGRAMS IN ATHLETICS, IN THE ARTS, AND COMMUNITY SERVICE. THESE PROGRAMS PREPARE STUDENTS FOR LIFE THROUGH INSPIRING AND MOTIVATING THEM TO ALWAYS STRIVE FOR EXCELLENCE; PURSUE INTELLECTUAL AND SPIRITUAL TRUTH; LEAD LIVES OF HONOR; ACT RESPONSIBLY IN PERSONAL, FAMILY, AND COMMUNITY RELATIONSHIPS; AND DEMONSTRATE CONCERN FOR THE WELFARE OF OTHERS.	Desc
Total Program Service Expenses	$31,475,294	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	156	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	602	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	23	GoverningBodyVotingMembersCnt
Independent Voting Member	21	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	ELIZABETH THOMPSON	PersonNm
Phone	4236248300	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	500 DODDS AVENUE	AddressLine1Txt
City	CHATTANOOGA	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37404	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Charles S Anderson
Trustee	1.0	0.0	Yes (X)	$0	$0	$0
Benjamin G Brock
Trustee	1.0	0.0	Yes (X)	$0	$0	$0
Stanley M Brock
Trustee	1.0	0.0	Yes (X)	$0	$0	$0
James W Burns
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
J Hal Daughdrill III
Trustee	1.0	0.0	Yes (X)	$0	$0	$0
John Fogarty
Trustee	1.0	0.0	Yes (X)	$0	$0	$0
G Turner Howard III
Trustee	1.0	0.0	Yes (X)	$0	$0	$0
Sean K Jenkins
Trustee	1.0	0.0	Yes (X)	$0	$0	$0
Graeme M Keith III
Trustee	1.0	0.0	Yes (X)	$0	$0	$0
Charles E Knox II
Trustee	1.0	0.0	Yes (X)	$0	$0	$0
Barry P Large
Trustee	1.0	0.0	Yes (X)	$0	$0	$0
Alan L Lebovitz
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
Alberto J McGregor
Trustee	1.0	0.0	Yes (X)	$0	$0	$0
Richard D McRae Jr
Trustee	1.0	0.0	Yes (X)	$0	$0	$0
Edward G Michaels III
Trustee	1.0	0.0	Yes (X)	$0	$0	$0
R Kincaid Mills
Trustee	1.0	0.0	Yes (X)	$0	$0	$0
N Carter Newbold IV
Trustee	1.0	0.0	Yes (X)	$0	$0	$0
Dennis Oakley
Trustee	1.0	0.0	Yes (X)	$0	$0	$0
Ward Petty
Trustee	2.0	0.0	Yes (X)	$0	$0	$0
James M Ruffin
Trustee	1.0	0.0	Yes (X)	$0	$0	$0
David A Stonecipher
Trustee	1.0	0.0	Yes (X)	$0	$0	$0
Nathaniel H Taylor
Trustee	1.0	0.0	Yes (X)	$0	$0	$0
Bill Womble Jr
Trustee	1.0	0.0	Yes (X)	$0	$0	$0
A Lee Burns III
Headmaster	38.0	2.0		$494,898	$0	$148,348	Yes (X)
Elizabeth A Thompson
Chief Financial Officer	38.0	2.0		$111,394	$0	$10,234	Yes (X)
Marcus H Rafiee
VP for Business Administration	40.0	0.0		$134,595	$0	$26,092	Yes (X)
Kenneth A Sholl
Assistant Headmaster	39.0	1.0		$222,832	$0	$12,277		Yes (X)
Troy F Kemp Sr
Exec Dir of NCDB	5.0	40.0		$190,121	$0	$16,084			Yes (X)
Craig A Ingvalson
Dir of Strat Planning and Capi	40.0	0.0		$140,225	$0	$28,005			Yes (X)
Ralph J Potter
Faculty/Coach	40.0	0.0		$133,855	$0	$27,755			Yes (X)
Steven B Hearn
VP for Advancement	40.0	0.0		$201,020	$0	$27,849			Yes (X)
William C Kropff
Exec DIR of Operations	40.0	0.0		$126,578	$0	$13,532			Yes (X)
Robert Kirk Walker Jr
Former Headmaster	1.0	0.0		$125,000	$0	$0				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,880,518	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$310,176	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	15	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Sodexo Inc Affiliates
PO Box 536922	ATLANTA	GA	303536922	Dining Services	$2,444,680
TKC Management Services
4500 Cameron Valley Pkwy STE 400	CHARLOTTE	NC	28211	Physical Plant Mgt	$1,996,723
Gurian Institute
417 W 32nd Ave	SPOKANE	WA	99203	Consulting	$101,522

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
Fundraising	$104,615	FundraisingAmt
All Other Contributions	$13,600,999	AllOtherContributionsAmt
Noncash Contributions	$3,361,038	NoncashContributionsAmt
Total Contributions	$13,705,614	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	TUITION AND FEES	Desc
Business	611600	BusinessCd
Total Revenue Column	$32,781,205	TotalRevenueColumnAmt
Related Or Exempt Func Income	$32,781,205	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$32,781,205	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$680,341	TotalRevenueColumnAmt
Exclusion	$680,341	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$67,724	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$6,236	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$61,488	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$61,488	TotalRevenueColumnAmt
Exclusion	$61,488	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$6,489,818	SecuritiesAmt
Other	$204,899	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$4,365,851	SecuritiesAmt
Other	$374,366	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$2,123,967	SecuritiesAmt
Other	-$169,467	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,954,500	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$169,467	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$53,334	UnrelatedBusinessRevenueAmt
Exclusion	$2,070,633	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$87,202	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$104,615	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$74,180	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,022	TotalRevenueColumnAmt
Exclusion	$13,022	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$610,535	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$482,720	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$127,815	TotalRevenueColumnAmt
Exclusion	$127,815	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER REVENUE	Desc
Business	611710	BusinessCd
Total Revenue Column	$48,352	TotalRevenueColumnAmt
Related Or Exempt Func Income	$106,530	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$58,178	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$48,352	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$49,372,337	TotalRevenueColumnAmt
Related Or Exempt Func Income	$32,718,268	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$4,844	UnrelatedBusinessRevenueAmt
Exclusion	$2,953,299	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$48,000	TotalAmt
Program Services	$48,000	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$7,134,889	TotalAmt
Program Services	$7,134,889	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$365,525	TotalAmt
Program Services	$365,525	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,079,146	TotalAmt
Program Services	$531,080	ProgramServicesAmt
Management And General	$392,257	ManagementAndGeneralAmt
Fundraising	$155,809	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$15,348,320	TotalAmt
Program Services	$9,800,055	ProgramServicesAmt
Management And General	$4,255,169	ManagementAndGeneralAmt
Fundraising	$1,293,096	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$3,295,008	TotalAmt
Program Services	$2,118,939	ProgramServicesAmt
Management And General	$948,402	ManagementAndGeneralAmt
Fundraising	$227,667	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$2,202,343	TotalAmt
Program Services	$1,572,143	ProgramServicesAmt
Management And General	$413,071	ManagementAndGeneralAmt
Fundraising	$217,129	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$2,135,193	TotalAmt
Program Services	$1,802,124	ProgramServicesAmt
Management And General	$276,486	ManagementAndGeneralAmt
Fundraising	$56,583	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$135,506	TotalAmt
Management And General	$135,506	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$65,300	TotalAmt
Management And General	$65,300	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$7,921	TotalAmt
Management And General	$7,921	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$117,747	TotalAmt
Program Services	$117,747	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$385,961	TotalAmt
Program Services	$217,578	ProgramServicesAmt
Management And General	$95,541	ManagementAndGeneralAmt
Fundraising	$72,842	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$448,332	TotalAmt
Program Services	$233,294	ProgramServicesAmt
Management And General	$192,608	ManagementAndGeneralAmt
Fundraising	$22,430	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,918,150	TotalAmt
Program Services	$2,072,704	ProgramServicesAmt
Management And General	$729,479	ManagementAndGeneralAmt
Fundraising	$115,967	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$452,140	TotalAmt
Program Services	$263,005	ProgramServicesAmt
Management And General	$93,281	ManagementAndGeneralAmt
Fundraising	$95,854	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$195,229	TotalAmt
Program Services	$155,088	ProgramServicesAmt
Management And General	$29,583	ManagementAndGeneralAmt
Fundraising	$10,558	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$1,602,065	TotalAmt
Management And General	$1,602,065	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$2,960,566	TotalAmt
Program Services	$2,220,425	ProgramServicesAmt
Management And General	$592,113	ManagementAndGeneralAmt
Fundraising	$148,028	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$284,679	TotalAmt
Program Services	$120,217	ProgramServicesAmt
Management And General	$150,501	ManagementAndGeneralAmt
Fundraising	$13,961	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
SUMMER CAMP EXPENSES	$767,729	$767,729
ATHLETICS	$633,875	$633,875
BAD DEBT EXPENSE	$536,082	$536,082
INSTRUCTIONAL SUPPLIES	$279,187	$279,187

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$734,677	TotalAmt
Program Services	$485,608	ProgramServicesAmt
Management And General	$102,701	ManagementAndGeneralAmt
Fundraising	$146,368	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$44,133,570	TotalAmt
Program Services	$31,475,294	ProgramServicesAmt
Management And General	$10,081,984	ManagementAndGeneralAmt
Fundraising	$2,576,292	FundraisingAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part X	Yes (X)	InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$15,085,890	BOYAmt
EOY	$17,266,753	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$10,973,055	BOYAmt
EOY	$15,759,444	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$370,265	BOYAmt
EOY	$358,752	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$178,218	BOYAmt
EOY	$129,500	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$216,742	BOYAmt
EOY	$141,653	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,272,059	BOYAmt
EOY	$1,411,353	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$115,709,333	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$48,243,817	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$67,928,971	BOYAmt
EOY	$67,465,516	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$24,961,443	BOYAmt
EOY	$30,502,045	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$102,102,517	BOYAmt
EOY	$103,875,460	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$912,425	BOYAmt
EOY	$823,574	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$224,001,585	BOYAmt
EOY	$237,734,050	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$2,399,284	BOYAmt
EOY	$2,145,906	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$4,704,550	BOYAmt
EOY	$4,433,792	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$35,000,000	BOYAmt
EOY	$35,000,000	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$10,867,470	BOYAmt
EOY	$8,312,776	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$52,971,304	BOYAmt
EOY	$49,892,474	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$104,095,193	BOYAmt
EOY	$102,568,543	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$21,165,233	BOYAmt
EOY	$28,327,578	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$45,769,855	BOYAmt
EOY	$56,945,455	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$171,030,281	BOYAmt
EOY	$187,841,576	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$224,001,585	BOYAmt
EOY	$237,734,050	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$5,238,767	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$9,019,611	NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments	-$90,825	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$2,643,742	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	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 (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$26,585,162	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,635,011	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,583,855	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$23,876,041	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,705,614	CurrentTaxYearAmt
Total	$76,385,683	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$26,585,162	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,635,011	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,583,855	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$23,876,041	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,705,614	CurrentTaxYearAmt
Total	$76,385,683	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$12,938,378	SubstantialContributorsTotAmt
Public Support Total170	$63,447,305	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$922,753	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$520,688	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$442,359	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$541,696	CurrentTaxYearMinus1YearAmt
Current Tax Year	$741,829	CurrentTaxYearAmt
Total	$3,169,325	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$100,781	CurrentTaxYearMinus1YearAmt
Total	$100,781	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,995	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$7,898	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$12,785	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,753	CurrentTaxYearMinus1YearAmt
Current Tax Year	$106,530	CurrentTaxYearAmt
Total	$142,961	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$79,798,750	TotalSupportAmt
Gross Receipts Rltd Activities	$151,997,327	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.79509	PublicSupportCY170Pct
Public Support PY170	0.79086	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Part II, Line 5	FormAndLineReferenceDesc
Explanation	The McCallie School has received unusual grants over the following years: Year Ended 06/30/2014 = $16,999,965 Year Ended 06/30/2015 = $2,075,664 Year Ended 06/30/2016 = $1,229,349	ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$135,082,067	BeginningYearBalanceAmt
Contributions	$3,703,284	ContributionsAmt
Investment Earnings Or Losses	$11,814,549	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,631,221	GrantsOrScholarshipsAmt
Other Expenditures	$7,496,572	OtherExpendituresAmt
End Year Balance	$141,472,107	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$116,422,168	BeginningYearBalanceAmt
Contributions	$11,344,317	ContributionsAmt
Investment Earnings Or Losses	$13,482,420	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,599,099	GrantsOrScholarshipsAmt
Other Expenditures	$4,567,739	OtherExpendituresAmt
End Year Balance	$135,082,067	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$125,937,171	BeginningYearBalanceAmt
Contributions	$1,597,924	ContributionsAmt
Investment Earnings Or Losses	-$5,031,394	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,568,369	GrantsOrScholarshipsAmt
Other Expenditures	$4,496,747	OtherExpendituresAmt
Administrative Expenses	$16,417	AdministrativeExpensesAmt
End Year Balance	$116,422,168	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$107,906,784	BeginningYearBalanceAmt
Contributions	$19,446,750	ContributionsAmt
Investment Earnings Or Losses	$3,838,741	InvestmentEarningsOrLossesAmt
Other Expenditures	$5,255,104	OtherExpendituresAmt
End Year Balance	$125,937,171	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$98,275,333	BeginningYearBalanceAmt
Contributions	$749,927	ContributionsAmt
Investment Earnings Or Losses	$13,909,944	InvestmentEarningsOrLossesAmt
Other Expenditures	$5,028,420	OtherExpendituresAmt
End Year Balance	$107,906,784	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.53760	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.34600	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.11640	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$11,372,277	OtherCostOrOtherBasisAmt
Book Value	$11,372,277	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$83,075,728	OtherCostOrOtherBasisAmt
Depreciation	$35,305,764	DepreciationAmt
Book Value	$47,769,964	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$8,360,685	OtherCostOrOtherBasisAmt
Depreciation	$5,724,843	DepreciationAmt
Book Value	$2,635,842	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$12,900,642	OtherCostOrOtherBasisAmt
Depreciation	$7,213,209	DepreciationAmt
Book Value	$5,687,433	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$67,465,516	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
US EQUITIES	$0	F
LIMITED PARTNERSHIPS	$103,875,460	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$103,875,460	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDesc	AmtAmt
DEFERRED COMPENSATION	$434,417
MARK-TO-MARKET DERIVATIVES	$2,593,360
AGENCY FUNDS	$351,440
LIABILITY FOR PENSION BENEFITS	$4,085,937
LEASES PAYABLE	$485,319
ANNUITY PAYABLE	$362,303

Field	Value	IRS element (for citing)
Total Liability	$8,312,776	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$50,728,304	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$9,019,611	NetUnrealizedGainsInvstAmt
Other Revenue	-$7,655,723	OtherRevenueAmt
Revenue Not Reported	$1,363,888	RevenueNotReportedAmt
Revenue Subtotal	$49,364,416	RevenueSubtotalAmt
Investment Expenses Not Incld	$7,921	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$7,921	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$49,372,337	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$33,655,652	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	-$999,654	OtherExpensesIncludedAmt
Expenses Not Reported	-$999,654	ExpensesNotReportedAmt
Expenses Subtotal	$34,655,306	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$7,921	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$9,470,343	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$9,478,264	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$44,133,570	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part V, Line 4	McCallie's Endowment is intended to provide support to the institution in perpetuity in such categories as need-based and merit-based financial aid and faculty professional development, as well as to provide unrestricted support to the school.
Part X, Line 2	McCallie is recognized as an organization exempt from income taxes under Section 501(C)(3) of the Internal Revenue Code (the "Code"). Only unrelated business income, as defined by Section 512(a)(1) of the Code, is subject to income taxes. McCallies unrelated business income is not significant. McCallie annually evaluates all federal and state income tax positions. This process includes an analysis of whether these income tax positions McCallie takes meet the definition of an uncertain tax position under the Income Taxes Topic of the Financial Accounting Standards Codification. As of June 30, 2018 and 2017, McCallie did not recognize liabilities for uncertain tax positions or associated interest and penalties. In general, McCallie is no longer subject to tax examinations for the tax years ended before June 30, 2015. During December 2017, the President of the United States of America signed into law the Tax Cuts and Jobs Act (the "Act"). Under the act, maximum corporate tax rates were reduced from a rate of 35% to a flat rate of 21%. McCallies tax liability for any potential unrelated business income tax should not be significant. There are other changes to the tax law that may affect McCallie, but the magnitude of such changes has not been determined.
Part XI, Line 2D - Other Adjustments	482,720 Inventory - Cost of goods sold 74,180 + Direct Fundraising Expense 88,851 - Change in value of split interest agreement 623,358 - Bad Debt Expense netted with revenue 7,500,414 - FInancial Aid grants -------------------------- -7,655,723 =
Part XII, Line 2D - Other Adjustments	74,180 Direct Fundraising Expense 482,720 + Inventory - cost of goods sold 90,825 + Bad Debt Write-Off 1,647,379 - Gain on Derivatives -------------------------- -999,654 =
Part XII, Line 4B - Other Adjustments	7,500,414 FINANCIAL AID GRANTS 623,358 + BAD DEBT EXPENSE NETTED WITH REVENUE 1,346,571 + FASB 158 PENSION ADJUSTMENT -------------------------- 9,470,343 =

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (true)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (true)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (true)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (true)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (true)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (true)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (true)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	false	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	false	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	false	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	false	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	false	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	false	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	false	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	false	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	false	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (true)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule E, Part I, Line 3	FormAndLineReferenceDesc
Explanation	Disclosure in registration info packet, newspaper ad.	ExplanationTxt

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (15 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)	Program Services	Student Trip and Study	$37,219
South America	Program Services	Student Trip and Study	$30,103
South Asia	Program Services	Student Trip and Study	$71,008
Central America and the Caribbean	Program Services	Student Trip and Study	$50,145
East Asia and the Pacific	Program Services	Student Trip and Study	$58,050
Europe (Including Iceland and Greenland)	Program Services	Recruiting Trip	$1,227
South Asia	Program Services	Recruiting Trip	$778
Middle East and North Africa	Program Services	Recruiting Trip	$599
East Asia and the Pacific	Program Services	Recruiting Trip	$3,787
Europe (Including Iceland and Greenland)	Investments		$2,383,455
Central America and the Caribbean	Investments		$22,069,863
Sub-Saharan Africa	Grantmaking	Financial Assistance	$6,625
Central America and the Caribbean	Grantmaking	Financial Assistance	$272,025
South America	Grantmaking	Financial Assistance	$50,875
Europe (Including Iceland and Greenland)	Grantmaking	Financial Assistance	$36,000

Field	Value	IRS element (for citing)
Subtotal Spent	$25,071,759	SubtotalSpentAmt
Total Spent	$25,071,759	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Non Cash AssistanceNonCashAssistanceAmt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc	Cash GrantCashGrantAmt
Financial Assistance	Sub-Saharan Africa	1	$625	Trip Disc.	receipt
Financial Assistance	Sub-Saharan Africa	1		Humanit. Aid	Receipt	$6,000
Financial Assistance	Central America and the Caribbean	1	$750	Trip Disc.	Receipt
Financial Assistance	Europe (Including Iceland and Greenland)	2	$4,700	Trip Disc.	Receipt
Need-Based Financial Aid	Central America and the Caribbean	9	$271,275	Tuition Cred	FMV
need-based financial aid	Europe (Including Iceland and Greenland)	1	$31,300	Tuition Cred	FMV
Need-Based Financial Aid	South America	1	$50,875	Tuition Cred	FMV

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	false	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part III, Column C	FormAndLineReferenceDesc
Explanation	Recipients are chosen based on financial need.	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Online Auction	Event1Nm
Gross Receipts Event1	$77,396	GrossReceiptsEvent1Amt
Charitable Contri Event1	$77,396	CharitableContriEvent1Amt
Other Direct Expenses Event1	$14,463	OtherDirectExpensesEvent1Amt
Event2	Golf Tournament	Event2Nm
Gross Receipts Event2	$58,040	GrossReceiptsEvent2Amt
Charitable Contri Event2	$20,449	CharitableContriEvent2Amt
Gross Revenue Event2	$37,591	GrossRevenueEvent2Amt
Entertainment Event2	$12,907	EntertainmentEvent2Amt
Other Direct Expenses Event2	$11,317	OtherDirectExpensesEvent2Amt
Other Events Total	1	OtherEventsTotalCnt
Gross Receipts Other Events	$56,381	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$6,770	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$49,611	GrossRevenueOtherEventsAmt
Food And Beverage Other Events	$5,070	FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events	$30,423	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$191,817	GrossReceiptsTotalAmt
Charitable Contributions Tot	$104,615	CharitableContributionsTotAmt
Gross Revenue Total Events	$87,202	GrossRevenueTotalEventsAmt
Food And Beverage Total Events	$5,070	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$12,907	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$56,203	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$74,180	DirectExpenseSummaryEventsAmt
Net Income Summary	$13,022	NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc
Habitat for Humanity
1201 East Main Street	Chattanooga	TN	37408	621260347	501(C)(3)	$10,000	FMV
JoeDance Film Festival
615 S College St 9th Floor	Charlotte	NC	28202	461283481	501(C)(3)	$8,000	FMV
Community Foundation of Greater Chattanooga
1270 Market Street	Chattanooga	TN	37402	626045999	501(C)(3)	$20,000	FMV

Field	Value	IRS element (for citing)
Total501c3 Org	3	Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
Trip Discounts	43	$57,015	FMV	Discount
Merit Scholarships	47	$889,000	FMV	Tuition Credit
Need-Based Financial Aid	408	$6,188,847	FMV	Tuition Credit

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 2	FormAndLineReferenceDesc
Explanation	Scholarships and trip assistance are applied as discounts. Grants to other organizations are given as unrestricted donations to well-known and reputable organizations.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	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	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	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	Bonus Filing OrganizationBonusFilingOrganizationAmount
A Lee Burns III
Headmaster	$411,885	$0	$0	$83,013	$0	$124,434	$0	$24,051	$0	$643,383	$0	$0	$0
Marcus H Rafiee
VP for Business Administration	$117,372	$0	$0	$2,223	$0	$6,729	$0	$19,396	$0	$160,720	$0	$0	$0	$15,000
Kenneth A Sholl
Assistant Headmaster	$208,353	$0	$0	$4,229	$0	$10,963	$0	$1,458	$0	$235,253	$0	$0	$0	$10,250
Troy F Kemp Sr
Exec Dir of NCDB	$188,893	$0	$0	$1,228	$0	$10,728	$0	$5,356	$0	$206,205	$0	$0	$0
Craig A Ingvalson
Dir of Strat Planning and Capi	$123,243	$0	$0	$1,732	$0	$11,492	$0	$16,745	$0	$168,462	$0	$0	$0	$15,250
Ralph J Potter
Faculty/Coach	$127,128	$0	$0	$5,827	$0	$11,047	$0	$16,866	$0	$161,768	$0	$0	$0	$900
Steven B Hearn
VP for Advancement	$196,686	$0	$0	$4,084	$0	$16,020	$0	$12,168	$0	$229,208	$0	$0	$0	$250
Robert Kirk Walker Jr
Former Headmaster	$125,000	$0	$0	$0	$0	$0	$0	$0	$0	$125,000	$0	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part I, Line 1A	AS A CONDITION OF EMPLOYMENT, CERTAIN EMPLOYEES ARE REQUIRED TO LIVE ON CAMPUS IN A RESIDENCE PROVIDED BY THE SCHOOL. CERTAIN EMPLOYEES RECEIVE CLEANING, MAINTENANCE, AND UTILITIES PROVIDED FOR THEIR RESIDENCE AT THE EXPENSE OF THE SCHOOL. THE SCHOOL PROVIDES FOR A SOCIAL CLUB MEMBERSHIP FOR THE HEADMASTER.
Part I, Line 4A	William C. Kropff received a severance payment of $45,920 in the calendar year 2017.
Part I, Line 4B	THE SCHOOL HAS A DEFINED BENEFIT PLAN WHICH WAS FROZEN IN 2005. CERTAIN EMPLOYEES ARE ELIGIBLE TO RECEIVE BENEFITS UNDER THIS PLAN IF THEY MET CERTAIN REQUIREMENTS IN 2005. A. Lee Burns, III participates in a section 457(f) plan and a 457(b) plan. Contributions for the calendar year totaled $86,400 to the 457(f) plan and $18,000 to the 457(b) plan.
Part I, Line 7	THE SCHOOL PAID PERFORMANCE BONUSES TO CERTAIN MEMBERS OF MANAGEMENT DURING 2017-18.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
The Health Educational and Housing Facility Boar
A	521298872	000000000	2015-10-08	$10,000,000	See Part VI	false	false	false
The Health Educational and Housing Facility Boar
B	521298872	000000000	2015-10-26	$10,000,000	See Part VI	false	false	false
The Health Educational and Housing Facility Boar
C	521298872	000000000	2015-11-12	$10,000,000	See Part VI	false	false	false
The Health Educational and Housing Facility Boar
D	521298872	000000000	2015-11-30	$5,000,000	See Part VI	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$0	$0	$10,000,000	$0	$0	$0	$0	$0	$0	$0	$10,000,000	$0	2003	Yes (true)	false	Yes (true)	Yes (true)
B	$0	$0	$10,000,000	$0	$0	$0	$0	$0	$0	$0	$10,000,000	$0	2013	Yes (true)	false	Yes (true)	Yes (true)
C	$0	$0	$10,000,000	$0	$0	$0	$0	$0	$0	$0	$10,000,000	$0	2003	Yes (true)	false	Yes (true)	Yes (true)
D	$0	$0	$5,000,000	$0	$0	$0	$0	$0	$0	$0	$5,000,000	$0	2003	Yes (true)	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Private Bus Use By OthersPrivateBusUseByOthersPct
A	0
B	0
C	0
D	0

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Exception To RebateExceptionToRebateInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	Yes (true)	Yes (true)	false	false	0	false	false
0
B	false	Yes (true)	Yes (true)	false	false	0	false	false
0
C	false	Yes (true)	Yes (true)	false	false	0	false	false
0
D	false	Yes (true)	Yes (true)	false	false	0	false	false

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	false
B	false
C	false
D	false

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule K, Part I, Bond Issues:	FormAndLineReferenceDesc
Explanation	(a) Full Name of Issuer: The Health, Educational, and Housing Facility Board of the City of Chattanooga, Tennessee Bond Issues Listed: A - Educational Facilities Revenue Bonds (The McCallie School Project) Series 2015E B - Educational Facilities Revenue Bonds (The McCallie School Project) Series 2015F C - Educational Facilities Revenue Bonds (The McCallie School Project) Series 2015G D - Educational Facilities Revenue Bonds (The McCallie School Project) Series 2015H (f) Description of Purpose A - The Series 2015E Bonds were a reissuance and current refunding of the Issuer's Variable Rate Demand Revenue Bonds (The McCallie School Project) Series 2015A dated April 13, 2015 The Series 2015A Bonds were a reissuance and current refunding of a portion of the Issuer's Educational Facilities Revenue Refunding Bonds (The McCallie School Project) Series 2009 dated October 14, 2009 The Proceeds of the series 2009 Bonds were used to refund the Issuer's Variable Rate Demand Revenue Bonds (The McCallie School Project) Series 1991 dated July 2, 1991 and a portion of the Issuer's Educational Facilities Revenue Refunding Bonds (The McCallie School Project) Series 1998 dated November 19, 1998. The Proceeds of the Series 1991 Bonds were used for acquisition, construction and equipping of additions and improvements to the Organization's campus facilities in Chattanooga, Tennessee. The proceeds of the Series 1998 Bonds were used for aquisition and construction of a middle school facility and related improvements; acquisition of buses; acquisition and installation of equipment; and acquisition of approximately three acres of land located on various parecels for expansion of the campus. B - The Series 2015F Bonds were a reissuance and current refunding of the Issuer's Educational Facilities Revenue Bonds (The McCallie School Project) Series 2015B dated April 15, 2015. The Series 2015B Bonds were a reissuance and current refunding of a portion of the Issuer's Educational Facilities Revenue Refunding Bonds (The McCallie School Project) Series 2009 dated October 14, 2009. The purpose of the Series 2009 Bonds are described above. C - The Series 2015G Bonds were a reissuance and current refunding of the Issuer's Educational Facilities Revenue Bonds (The McCallie School Project) Series 2015C dated May 15, 2015. The Series 2015C Bonds were a reissuance and current refunding of a portion of the Issuer's Educational Facilities Revenue Refunding Bonds (The McCallie School Project) Series 2009 dated October 14, 2009. The purpose of the Series 2009 Bonds are described above. D - The Series 2015H Bonds were a reissuance and current refunding of the Issuer's Educational Facilities Revenue Bonds (The McCallie School Project) Series 2015D dated June 1, 2015. The Series 2015D Bonds were a reissuance and current refunding of a portion of the Issuer's Educational Facilities Revenue Refunding Bonds (The McCallie School Project) Series 2010 dated May 3, 2010. The proceeds of the series 2010 were used to refinance a portion of the Series 1998 Bonds. The purpose of the Series 1998 Bonds are described above.	ExplanationTxt

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	NA	PersonNm
Relationship With Org	N/A	RelationshipWithOrgTxt
Cash Grant	$20,000	CashGrantAmt
Type Of Assistance	Tuition Discounts	TypeOfAssistanceTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
James H Daughdrill III
Son of Board Chairman	$86,667	Salary and Benefits	false
Callie Sholl-Burns
Father is key employee	$65,005	Salary and Benefits	false
TKC Management Services LLC
Owned by Trustee Family Member	$2,730,788	Physical Plant Management	false

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	59	ContributionCnt
Noncash Contributions Rpt F990	$3,191,858	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Sythetic Turf	1	$160,000	FMV
Yes (X)	Cryptocurrency	1	$9,180	FMV

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Part I, Column B - Items Contributed	Column B reports number of Items Received.
Part I, Line 32b	The McCallie School uses Benjamin F Edwards & Co as a third party to sell donated stock.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III Question 2	During the FYE 06/30/2018, the National Center for the Development of Boys received its 501(C)(3) status. As a result, this program service activity no longer appears on McCallie School's form 990.
FORM 990, PART VI, SECTION A, LINE 2	JAMES W. BURNS (DIRECTOR) AND A. LEE BURNS (OFFICER) - FAMILY RELATIONSHIP
FORM 990, PART VI, SECTION B, LINE 11	THE 990 IS MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	A CONFLICT OF INTEREST FORM IS COMPLETED ANNUALLY BY EACH TRUSTEE AND SENIOR ADMINISTRATOR. POTENTIAL CONFLICTS ARE REVIEWED BY THE AUDIT COMMITTEE. TRUSTEES RECUSE THEMSELVES FROM VOTING ON ANY MATTER WHERE THEY HAVE CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15A	THE EXECUTIVE COMMITTEE USES COMPARABILITY INFORMATION PROVIDED BY THE CHIEF FINANCIAL OFFICER IN DETERMINING HEADMASTER COMPENSATION.
FORM 990, PART VI, SECTION B, LINE 15B	Officer and key employee compensation are determined by comparable pay within the industry.
FORM 990, PART VI, SECTION C, LINE 19	COPIES OF DOCUMENTS ARE MAINTAINED BY THE CFO AND PROVIDED UPON REQUEST AS APPROPRIATE.
Form 990, Part VII, Section A	Troy F. Kemp, Sr. serves as the executive director of the National Center for the Development of Boys ("NCDB ein: 81-3299796). The organization is related 501(C)(3) to the McCallie School. His W-2 is issued through by the McCallie School and the NCDB reimburses the school for his compensation.
Form 990, Part XI, Line 8, Prior Period Adjustments:	(71,429) Bad Debt - Prior Year Pledges
Form 990, Part XI, Line 9, Changes in Net Assets:	1,346,571 FASB 158 PENSION ADJUSTMENT 1,647,379 + GAIN ON DERIVATIVES 261,357 - TRANSFER OF ASSETS TO RELATED ORGANIZATION 88,851 - SPLIT INTEREST AGREEMENT -------------------------- 2,643,742 =
Form 990, Part XII, Line 2C	AUDIT COMMITTEE MEETS ANNUALLY WITH AUDITORS, REVIEWS FINANCIAL STATEMENTS, MAKES ANY RECOMMENDATIONS NECESSARY TO BOARD, AND THE BOARD VOTES TO ACCEPT AUDIT AND/OR APPROVES AUDIT COMMITTEE RECOMMENDATIONS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	National Center for the Development of B	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	500 Dodds Ave	AddressLine1Txt
City	Chattanooga	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37404	ZIPCd

Field	Value	IRS element (for citing)
EIN	813299796	EIN
Primary Activities	ADVOCACY	PrimaryActivitiesTxt
Legal Domicile State	TN	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	7	PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Controlled Organization	Yes (true)	ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Charitable Remainder Trust (7)	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Primary Activities	Investment	PrimaryActivitiesTxt
Legal Domicile State	TN	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	Trust	EntityTypeTxt
Controlled Organization	false	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
National Center for the Development of Boys
O	$308,636	FMV
National Center for the Development of Boys
Q	$55,139	FMV
National Center for the Development of Boys
R	$261,357	FMV

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Part II, Line 1, Column G

During the year ending June 30, 2016, the National Center for the Development of Boys ("NCDB") was incubated as a program service for the McCallie School, operating to help educators, parents, and mentors learn how to best help boys thrive and learn. In the past two years, the organization has formed into its own nonprofit entity and has been removed as a program service under the School. As of June 30, 2018 the NCDB is a controlled section 512(B)(13) organization by the School. However, they are currently in the process of becoming self-sufficient and separate from control by the school by June 30, 2019.

Part IV, Line 1, Column C

The Charitable Remainder Trusts are Domiciled in Tennessee, Florida, and Colorado.