HOCKADAY SCHOOL: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: HOCKADAY SCHOOL (EIN 75-0800650)
Tax period: 2016-07-01 to 2017-06-30
Filed: 2018-04-26
IRS object ID: 201831169349300543
Schema version: 2016v3.1
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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-04-26T13:45:09-05:00	ReturnTs
Tax Period End	2017-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT THORNTON LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1617 N WATERFRONT PKWY STE 100	AddressLine1Txt
City	WICHITA	CityNm
State Abbreviation	KS	StateAbbreviationCd
ZIP	67206	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2016-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	750800650	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
In Care Of	% WHITNEY JOHNSON	InCareOfNm
Business Name Control	HOCK	BusinessNameControlTxt
Phone	2143636311	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11600 Welch Road	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75229	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID HAEMISEGGER	PersonNm
Person Title	CHAIR	PersonTitleTxt
Phone	2143636311	PhoneNum
Signature	2018-04-25	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Rebecca Zecha	PreparerPersonNm
PTIN	P00648970	PTIN
Phone	3162653231	PhoneNum
Preparation	2018-03-16	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	209.220.64.52	IPv4AddressTxt

Field	Value	IRS element (for citing)
Federal Original Submission Id	48105820181165000001	FederalOriginalSubmissionId
Federal Original Submission Id	2018-04-26	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	EE0445AAFC7BCEACA6A025D08834C35C00D758E8	AtSubmissionCreationDeviceId
At Submission Filing Device Id	1974B50D8FA3141F55B31DB7AF3A083643A93399	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DAVID HAEMISEGGER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11600 Welch Road	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75229	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$43,080,718	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.hockaday.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1913	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	THE HOCKADAY SCHOOL, FOUNDED IN 1913, PROVIDES A COLLEGE PREPARATORY EDUCATION FOR GIRLS OF STRONG POTENTIAL WHO MAY BE EXPECTED TO ASSUME POSITIONS OF LEADERSHIP.	ActivityOrMissionDesc
Voting Members Governing Body	49	VotingMembersGoverningBodyCnt
Voting Members Independent	48	VotingMembersIndependentCnt
Total Employee	546	TotalEmployeeCnt
Total Volunteers	1000	TotalVolunteersCnt
Total Gross UBI	$20,847	TotalGrossUBIAmt
PY Contributions Grants	$10,848,466	PYContributionsGrantsAmt
CY Contributions Grants	$5,292,444	CYContributionsGrantsAmt
PY Program Service Revenue	$32,279,096	PYProgramServiceRevenueAmt
CY Program Service Revenue	$33,631,658	CYProgramServiceRevenueAmt
PY Investment Income	$1,508,765	PYInvestmentIncomeAmt
CY Investment Income	$1,900,790	CYInvestmentIncomeAmt
PY Other Revenue	$807,045	PYOtherRevenueAmt
CY Other Revenue	$558,982	CYOtherRevenueAmt
PY Total Revenue	$45,443,372	PYTotalRevenueAmt
CY Total Revenue	$41,383,874	CYTotalRevenueAmt
PY Grants And Similar Paid	$3,384,485	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$3,480,455	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$25,247,110	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$25,250,963	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$3,000	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$1,486	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$2,100,519	CYTotalFundraisingExpenseAmt
PY Other Expenses	$12,869,269	PYOtherExpensesAmt
CY Other Expenses	$14,220,814	CYOtherExpensesAmt
PY Total Expenses	$41,503,864	PYTotalExpensesAmt
CY Total Expenses	$42,953,718	CYTotalExpensesAmt
PY Revenues Less Expenses	$3,939,508	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,569,844	CYRevenuesLessExpensesAmt
Total Assets BOY	$254,839,443	TotalAssetsBOYAmt
Total Assets EOY	$268,506,086	TotalAssetsEOYAmt
Total Liabilities BOY	$54,334,805	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$55,818,078	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$200,504,638	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$212,688,008	NetAssetsOrFundBalancesEOYAmt
Mission	BELIEVING IN THE LIMITLESS POTENTIAL OF GIRLS, HOCKADAY SCHOOL DEVELOPS RESILIENT, CONFIDENT WOMEN WHO ARE EDUCATED AND INSPIRED TO LEAD LIVES OF PURPOSE AND IMPACT.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$35,225,444	ExpenseAmt
Grant	$3,480,455	GrantAmt
Revenue	$33,631,658	RevenueAmt
Desc	THE SCHOOL PROVIDED A COLLEGE PREPARATORY EDUCATION FOR LOWER, MIDDLE, AND UPPER SCHOOL GIRLS WITH STRONG POTENTIAL WHO MAY BE EXPECTED TO ASSUME POSITIONS OF RESPONSIBILITY AND LEADERSHIP IN LATER YEARS. THERE WERE 1,015 DAY STUDENTS AND 74 RESIDENCE STUDENTS FOR THE 2016-2017 ACADEMIC YEAR. IN ADDITION, THE SCHOOL PROVIDED EDUCATIONAL PROGRAMS IN THE SUMMER AND AFTER SCHOOL.	Desc
Prog Srvc Accom Acty3		ProgSrvcAccomActy3Grp
Total Program Service Expenses	$35,225,444	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	Yes (true)	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	Yes (true)	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	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	Yes (true)	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	Yes (true)	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	false	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
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	185	IRPDocumentCnt
IRP Document W2 G	1	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	546	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
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
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	49	GoverningBodyVotingMembersCnt
Independent Voting Member	48	IndependentVotingMemberCnt
Family Or Business Rln	false	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	Yes (true)	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	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	WHITNEY JOHNSON	PersonNm
Phone	2143636311	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11600 WELCH ROAD	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75229	ZIPCd

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

Form990 Part VII Section A Form990PartVIISectionAGrp (59 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
David Haemisegger
Chair, Compensation Chair	15.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Barbara Glazer Rosenblatt
Board Chair-Elect	5.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Jennifer Mosle
Vice Chair, Officer Chair	5.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
George Lamb
Treasurer, Finance Chair	5.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Kathryn Walker Francis
Secretary	5.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Sandy Schmitz
Executive Committee Chair	5.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Juan Suarez
Audit & Ethics Chair	5.0	0.0	Yes (X)		$0	$0	$0
Maryann Sarris Mihalopoulos
Board Gov. & Leadership Chair	5.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Kathy Crow
Educ. & Student Life Chair	5.0	0.0	Yes (X)		$0	$0	$0
Richard S Rogoff
Employee Benefits Chair	5.0	0.0	Yes (X)		$0	$0	$0
Shawna Nesbitt
Strategic Planning Chair	5.0	0.0	Yes (X)		$0	$0	$0
Mary Ann Alhadeff
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Carrie Moore Becker
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
J Keith Benedict
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Herbert Buford Jr
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Courtney Flanagan
Trustee Ex Officio	3.0	0.0	Yes (X)		$0	$0	$0
Kelli Ford
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Katharine Friguletto
Trustee Ex Officio	3.0	0.0	Yes (X)		$0	$0	$0
Mandy Ginsberg
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Rosalind Grover
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Marjorie Hass
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Ariana Held
Trustee Ex Officio	3.0	0.0	Yes (X)		$0	$0	$0
Elizabeth Helfrich
Trustee Ex Officio	3.0	0.0	Yes (X)		$0	$0	$0
Arnold Holtberg
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Rajani Kapu
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Charlene Cline Marsh
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Casey McManemin
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Anna McPhail
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Nick Merrick
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Peggy Black Meyer
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Monty Montgomery
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Rick O'Brien
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Maria Martineau Plankinton
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Pam Quarterman
Trusteee	3.0	0.0	Yes (X)		$0	$0	$0
Mickey Quinones
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Jennifer Sampson
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Samantha Simons
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Jacquelin Sewell
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Shannon Thompson
Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Edward M Ackerman
Life Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Ruth Altshuler
Life Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Linda Custard
Life Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Lyda Hill
Life Trustee	3.0	0.0	Yes (X)		$0	$0	$0
James Hoak
Life Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Schatzie Lee
Life Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Margaret McDermott
Life Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Kathryn Priddy
Life Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Ellen Higginbotham Rogers
Life Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Barney Young
Life Trustee	3.0	0.0	Yes (X)		$0	$0	$0
Jamiel Akhtar
Investment Chair	5.0	0.0		Yes (X)	$0	$0	$0
Elizabeth Lee
Interim Head of School	50.0	0.0		Yes (X)	$428,449	$0	$21,385
JT Coats
CFO	50.0	0.0		Yes (X)	$257,307	$0	$25,864
Blair Lowry
Assistant Head of School	50.0	0.0			$172,810	$0	$24,367	Yes (X)
Debby Spradley
Director of Development	50.0	0.0			$191,902	$0	$21,559		Yes (X)
Linda Kramer
Head of Middle School	50.0	0.0			$171,173	$0	$13,876		Yes (X)
Terry Murray
Head of Upper School	50.0	0.0			$155,208	$0	$22,915		Yes (X)
Barbara Fishel
Dean of Studies	40.0	0.0			$151,908	$0	$19,748		Yes (X)
Jason Curtis
Director of Technology	40.0	0.0			$138,144	$0	$27,685		Yes (X)
Kim Wargo
Former Head of School	0.0	0.0			$362,080	$0	$15,447			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,028,981	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$192,846	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	20	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 (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Lee Lewis Construction Inc
17177 Preston Road Suite 160	DALLAS	TX	75248	Construction	$4,901,391
SAGE Dining Services
1402 York Road	LUTHERVILLE	MD	21093	Food Mgmt	$2,064,280
Netsync Network Solutions Inc
2500 W Loop S Suite 410	HOUSTON	TX	77027	Technology	$324,816
Siemens Industry Inc
PO Box 2134	CAROL STREAM	IL	60132	Fire Protection	$311,230
Pritchard Associates Inc
2121 N Akard Street Suite 100	DALLAS	TX	75201	Project Mgmt	$241,768

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	11	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
Fundraising	$271,970	FundraisingAmt
All Other Contributions	$5,020,474	AllOtherContributionsAmt
Noncash Contributions	$282,916	NoncashContributionsAmt
Total Contributions	$5,292,444	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION	611110	$25,836,620	$25,836,620
BOARDING & LUNCH	721310	$3,995,310	$3,995,310
EDUCATIONAL FEES	611110	$2,031,871	$2,031,871
EXTENDED SERVICES	611710	$1,598,517	$1,598,517
OTHER PROGRAM SERVICE REVENUE	900099	$169,340	$169,340

Field	Value	IRS element (for citing)
Total Program Service Revenue	$33,631,658	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,858,820	TotalRevenueColumnAmt
Unrelated Business Revenue	$20,185	UnrelatedBusinessRevenueAmt
Exclusion	$1,838,635	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	$75,413	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$13,995	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$61,418	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$61,418	TotalRevenueColumnAmt
Exclusion	$61,418	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$87,867	SecuritiesAmt
Other	$681,787	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$88,760	SecuritiesAmt
Other	$638,924	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$893	SecuritiesAmt
Other	$42,863	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$41,970	TotalRevenueColumnAmt
Exclusion	$41,970	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$641,655	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$271,970	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$589,707	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$51,948	TotalRevenueColumnAmt
Exclusion	$51,948	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$41,950	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$41,950	TotalRevenueColumnAmt
Exclusion	$41,950	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$469,902	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$365,458	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$104,444	TotalRevenueColumnAmt
Unrelated Business Revenue	$662	UnrelatedBusinessRevenueAmt
Exclusion	$103,782	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	CHILD DEVELOPMENT CENTER	Desc
Business	611110	BusinessCd
Total Revenue Column	$299,222	TotalRevenueColumnAmt
Exclusion	$299,222	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$299,222	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$41,383,874	TotalRevenueColumnAmt
Related Or Exempt Func Income	$33,631,658	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$20,847	UnrelatedBusinessRevenueAmt
Exclusion	$2,438,925	ExclusionAmt

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

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

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

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$3,266,595	TotalAmt
Program Services	$3,266,595	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$213,860	TotalAmt
Program Services	$213,860	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	$1,261,684	TotalAmt
Management And General	$1,261,684	ManagementAndGeneralAmt

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	$18,877,779	TotalAmt
Program Services	$16,454,515	ProgramServicesAmt
Management And General	$1,519,789	ManagementAndGeneralAmt
Fundraising	$903,475	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,243,409	TotalAmt
Program Services	$992,698	ProgramServicesAmt
Management And General	$197,732	ManagementAndGeneralAmt
Fundraising	$52,979	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$2,543,750	TotalAmt
Program Services	$2,290,389	ProgramServicesAmt
Management And General	$128,249	ManagementAndGeneralAmt
Fundraising	$125,112	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$1,324,341	TotalAmt
Program Services	$1,074,778	ProgramServicesAmt
Management And General	$192,171	ManagementAndGeneralAmt
Fundraising	$57,392	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$68,997	TotalAmt
Management And General	$68,997	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$75,298	TotalAmt
Management And General	$75,298	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	$1,486	TotalAmt
Fundraising	$1,486	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

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

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$65,073	TotalAmt
Management And General	$65,073	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$567,374	TotalAmt
Management And General	$288,085	ManagementAndGeneralAmt
Fundraising	$279,289	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$144,123	TotalAmt
Program Services	$99,569	ProgramServicesAmt
Management And General	$32,711	ManagementAndGeneralAmt
Fundraising	$11,843	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$557,325	TotalAmt
Program Services	$503,550	ProgramServicesAmt
Management And General	$53,775	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,052,026	TotalAmt
Program Services	$908,869	ProgramServicesAmt
Management And General	$95,438	ManagementAndGeneralAmt
Fundraising	$47,719	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$69,151	TotalAmt
Management And General	$65,108	ManagementAndGeneralAmt
Fundraising	$4,043	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	$361,256	TotalAmt
Program Services	$176,631	ProgramServicesAmt
Management And General	$152,730	ManagementAndGeneralAmt
Fundraising	$31,895	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$700,171	TotalAmt
Program Services	$595,145	ProgramServicesAmt
Management And General	$70,017	ManagementAndGeneralAmt
Fundraising	$35,009	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$3,643,162	TotalAmt
Program Services	$3,096,688	ProgramServicesAmt
Management And General	$364,316	ManagementAndGeneralAmt
Fundraising	$182,158	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$379,495	TotalAmt
Management And General	$379,495	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
FOOD SERVICE	$1,982,869	$1,982,869
INSTRUCTIONAL SUPPLIES	$1,323,508	$1,323,508
SUMMER SCHOOL	$971,804	$971,804
MAINTENANCE AND GROUNDS	$902,566	$767,181	$90,257	$45,128

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,356,616	TotalAmt
Program Services	$506,795	ProgramServicesAmt
Management And General	$526,830	ManagementAndGeneralAmt
Fundraising	$322,991	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$42,953,718	TotalAmt
Program Services	$35,225,444	ProgramServicesAmt
Management And General	$5,627,755	ManagementAndGeneralAmt
Fundraising	$2,100,519	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	$2,120	BOYAmt
EOY	$3,361	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$31,783,338	BOYAmt
EOY	$35,819,988	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$12,055,080	BOYAmt
EOY	$5,178,392	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$5,095,117	BOYAmt
EOY	$5,451,654	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	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$324,067	BOYAmt
EOY	$167,882	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$594,223	BOYAmt
EOY	$269,572	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$121,440,725	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$52,250,592	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$69,039,576	BOYAmt
EOY	$69,190,133	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$43,788,494	BOYAmt
EOY	$52,117,008	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$92,157,428	BOYAmt
EOY	$100,308,096	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	$0	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$254,839,443	BOYAmt
EOY	$268,506,086	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$9,509,874	BOYAmt
EOY	$4,732,052	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	$28,248,902	BOYAmt
EOY	$29,911,619	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$12,620,000	BOYAmt
EOY	$13,362,089	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	$3,300,000	BOYAmt
EOY	$7,229,697	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	$656,029	BOYAmt
EOY	$582,621	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$54,334,805	BOYAmt
EOY	$55,818,078	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$79,597,675	BOYAmt
EOY	$88,059,997	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$59,522,851	BOYAmt
EOY	$62,802,333	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$61,384,112	BOYAmt
EOY	$61,825,678	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$200,504,638	BOYAmt
EOY	$212,688,008	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$254,839,443	BOYAmt
EOY	$268,506,086	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$1,569,844	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$13,753,214	NetUnrlzdGainsLossesInvstAmt
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	$16,001,992	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,959,134	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$10,416,506	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$10,848,466	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,292,444	CurrentTaxYearAmt
Total	$58,518,542	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	$16,001,992	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,959,134	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$10,416,506	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$10,848,466	CurrentTaxYearMinus1YearAmt
Current Tax Year	$5,292,444	CurrentTaxYearAmt
Total	$58,518,542	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$8,633,668	SubstantialContributorsTotAmt
Public Support Total170	$49,884,874	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,257,553	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,413,987	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,530,379	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,574,205	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,934,233	CurrentTaxYearAmt
Total	$11,710,357	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,884,040	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,206,501	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,967,226	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,952,167	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,452,729	CurrentTaxYearAmt
Total	$9,462,663	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$79,691,562	TotalSupportAmt
Gross Receipts Rltd Activities	$154,165,889	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.62597	PublicSupportCY170Pct
Public Support PY170	0.64355	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	PUBLIC SUPPORT TEST	FormAndLineReferenceDesc
Explanation	SCHEDULE A, PART II PER THE INSTRUCTIONS FOR FORM 990, PART IV, LINE 2, HOCKADAY SCHOOL HAS COMPLETED AND MET THE SCHEDULE A, PART II SUPPORT TEST REQUIREMENTS. AS A RESULT, HOCKADAY SCHOOL QUALIFIES FOR THE SPECIAL RULE OF LIMITING CONTRIBUTIONS REPORTED ON SCHEDULE B, PARTS I & II.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$805,484	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$136,348,061	BeginningYearBalanceAmt
Contributions	$8,341,815	ContributionsAmt
Investment Earnings Or Losses	$15,990,722	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,521,617	GrantsOrScholarshipsAmt
Other Expenditures	$5,907,282	OtherExpendituresAmt
Administrative Expenses	$405,994	AdministrativeExpensesAmt
End Year Balance	$152,845,705	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$146,176,138	BeginningYearBalanceAmt
Contributions	$1,716,266	ContributionsAmt
Investment Earnings Or Losses	-$3,256,825	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,623,497	GrantsOrScholarshipsAmt
Other Expenditures	$6,125,879	OtherExpendituresAmt
Administrative Expenses	$538,142	AdministrativeExpensesAmt
End Year Balance	$136,348,061	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$144,831,504	BeginningYearBalanceAmt
Contributions	$7,576,804	ContributionsAmt
Investment Earnings Or Losses	$1,746,919	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,510,739	GrantsOrScholarshipsAmt
Other Expenditures	$5,950,293	OtherExpendituresAmt
Administrative Expenses	$518,057	AdministrativeExpensesAmt
End Year Balance	$146,176,138	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$132,773,386	BeginningYearBalanceAmt
Contributions	-$197,372	ContributionsAmt
Investment Earnings Or Losses	$20,061,897	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,463,108	GrantsOrScholarshipsAmt
Other Expenditures	$5,771,182	OtherExpendituresAmt
Administrative Expenses	$572,117	AdministrativeExpensesAmt
End Year Balance	$144,831,504	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$121,517,044	BeginningYearBalanceAmt
Contributions	$3,712,374	ContributionsAmt
Investment Earnings Or Losses	$15,038,208	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,450,262	GrantsOrScholarshipsAmt
Other Expenditures	$5,510,470	OtherExpendituresAmt
Administrative Expenses	$533,508	AdministrativeExpensesAmt
End Year Balance	$132,773,386	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.22290	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.40390	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.37320	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	$357,723	OtherCostOrOtherBasisAmt
Book Value	$357,723	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$103,077,581	OtherCostOrOtherBasisAmt
Depreciation	$38,889,238	DepreciationAmt
Book Value	$64,188,343	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,892,623	OtherCostOrOtherBasisAmt
Depreciation	$3,494,338	DepreciationAmt
Book Value	$1,398,285	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$13,112,798	OtherCostOrOtherBasisAmt
Depreciation	$9,867,016	DepreciationAmt
Book Value	$3,245,782	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$69,190,133	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (5 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
GLOBAL EQUITY	$43,461,459	F
ABSOLUTE RETURN	$40,397,200	F
REAL ASSETS	$8,390,542	F
PRIVATE EQUITY	$7,918,895	F
FIXED INCOME	$140,000	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$100,308,096	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
ASSET RETIREMENT OBLIGATION	$403,502
DEPOSITS	$179,119

Field	Value	IRS element (for citing)
Total Liability	$582,621	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$52,619,118	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$13,753,214	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$282,668	DonatedServicesAndUseFcltsAmt
Other Revenue	$979,039	OtherRevenueAmt
Revenue Not Reported	$15,014,921	RevenueNotReportedAmt
Revenue Subtotal	$37,604,197	RevenueSubtotalAmt
Other Revenues Not Included	$3,779,677	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$3,779,677	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$41,383,874	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$40,435,748	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$282,668	DonatedServicesUseFcltsAmt
Other Expenses Included	$979,039	OtherExpensesIncludedAmt
Expenses Not Reported	$1,261,707	ExpensesNotReportedAmt
Expenses Subtotal	$39,174,041	ExpensesSubtotalAmt
Other Expenses Not Included	$3,779,677	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$3,779,677	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$42,953,718	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
DESCRIPTION OF ORGANIZATION'S COLLECTIONS	PART III, LINE 4 OVER A PERIOD OF TIME, THE SCHOOL HAS RECEIVED CONTRIBUTIONS OF WORKS OF ART AND FURNISHINGS TO BE EXHIBITED IN VARIOUS LOCATIONS ON THE CAMPUS. THESE ITEMS HAVE BEEN CAPITALIZED AS COLLECTIONS. THE COLLECTION NOT ONLY ENHANCES THE AESTHETIC ENVIRONMENT OF THE SCHOOL; IT SUPPORTS THE CURRICULUM OF THE SCHOOL BY MAKING ART AVAILABLE TO STUDENTS. THE COLLECTIONS ARE RECORDED AT APPRAISED VALUE WHEN DONATED. THE SCHOOL UNDERTAKES TO CARE FOR, PROTECT, AND PRESERVE SUCH CONTRIBUTED WORKS OF ART AND FURNISHINGS, AND THE BOARD HAS ADOPTED A POLICY TO USE PROCEEDS OF DEACCESSION OR INSURANCE RECOVERIES FOR THE SOLE PURPOSE OF ACQUISITION OF OTHER SUCH WORKS OF ART AND FURNISHINGS. COLLECTION ITEMS ARE INSPECTED PERIODICALLY AND CLEANED AND REPAIRED AS REQUIRED.
INTENDED USES OF ENDOWMENT FUNDS	PART V, LINE 4 THE SCHOOL MANAGES THE ENDOWMENT FUND TO PRESERVE THE REAL PURCHASING POWER FOR THE FUND WHILE PROVIDING A PREDICTABLE, STABLE, AND CONSTANT STREAM OF EARNINGS CONSISTENT WITH THE SCHOOL'S SPENDING NEEDS. THE ENDOWMENT INVESTMENT POLICY REDUCES THE ENDOWMENT DRAW SPENDING POLICY BY TEN BASIS POINTS EACH YEAR OVER A FIVE YEAR PERIOD: FROM 5.0% IN 2016, TO 4.5% IN 2021, AND FOR EACH YEAR THEREAFTER. ACCORDINGLY, THE CURRENT SPENDING POLICY FOR 2017 IS A MAXIMUM OF 4.9% OF A THREE YEAR MOVING AVERAGE MARKET VALUE OF THE TOTAL ENDOWMENT FUND ASSETS WITH THE EXCEPTION OF A SPECIFIC ENDOWMENT WHICH HAS DONOR RESTRICTIONS LIMITING SPENDING TO 4.0%. THE ENDOWMENT FUND SUPPORTS THE GENERAL OPERATIONS OF THE SCHOOL INCLUDING FACULTY SALARIES, FACULTY/STAFF PROFESSIONAL DEVELOPMENT, STUDENT FINANCIAL AID, LIBRARY SERVICES, AND STUDENT PROGRAMS.
FIN 48 (ASC 740) FOOTNOTE	PART X, LINE 2 THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE ("IRC") OF 1986, AS AMENDED, AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE IRC, AS EVIDENCED BY THE SCHOOLS DETERMINATION LETTER DATED OCTOBER 1938. THE SCHOOL HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER IRC SECTIONS 509(A)(1), AND AS SUCH, CONTRIBUTIONS TO THE SCHOOL QUALIFY FOR DEDUCTION AS CHARITABLE CONTRIBUTIONS. HOWEVER, INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE SCHOOLS EXEMPT PURPOSE IS SUBJECT TO TAX UNDER IRC SECTION 511. THE SCHOOL DID NOT HAVE ANY MATERIAL UNRELATED BUSINESS INCOME TAX LIABILITY OR EXPENSE FOR THE YEARS ENDED JUNE 30, 2017 AND 2016. THE SCHOOL HAS CONCLUDED THAT IT DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS RESULTING FROM CURRENT OR PRIOR PERIOD TAX POSITIONS. THE SCHOOL DOES NOT HAVE ANY OUTSTANDING INTEREST OR PENALTIES, AND NONE HAVE BEEN RECORDED IN THE STATEMENT OF ACTIVITIES FOR THE YEARS ENDED JUNE 30, 2017 OR 2016.
RECONCILIATION OF REVENUE	PART XI, LINES 2D & 4B LINE 2D RENTAL ACTIVITY EXPENSES 13,995 FUNDRAISING (EVENT) EXPENSES 589,707 COST OF GOODS SOLD 365,458 INVESTMENT FEES NETTED AGAINST REVENUE 9,876 ROUNDING 3 ---------- TOTAL $ 979,039 LINE 4B GRANTS NETTED AGAINST REVENUE 3,480,455 CHILDCARE INCOME NETTED AGAINST EXPENSE 299,222 ------------ TOTAL $ 3,779,677
RECONCILIATION OF EXPENSES	PART XII, LINES 2D & 4B LINE 2D RENTAL ACTIVITY EXPENSES 13,995 FUNDRAISING (EVENT) EXPENSES 589,707 COST OF GOODS SOLD 365,458 INVESTMENT FEES NETTED AGAINST REVENUE 9,876 ROUNDING 3 ---------- TOTAL $ 979,039 LINE 4B GRANTS NETTED AGAINST REVENUE 3,480,455 CHILDCARE INCOME NETTED AGAINST EXPENSE 299,222 ------------ TOTAL $ 3,779,677

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	PUBLICATION OF RACIALLY NONDISCRIMINATORY POLICY	FormAndLineReferenceDesc
Explanation	PART I, LINE 3 THE SCHOOL PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY IN THE EDUCATION ISSUE OF THE DALLAS MORNING NEWS AT LEAST TWICE ANNUALLY. IN ADDITION, THE POLICY IS PRINTED ON ALL ADMISSION MATERIALS.	ExplanationTxt

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
North America	Grantmaking	Student Financial Aid	$95,811
Sub-Saharan Africa	Grantmaking	Student Financial Aid	$57,156
Central America and the Caribbean	Grantmaking	Student Financial Aid	$45,893
Europe (Including Iceland and Greenland)	Grantmaking	Student Financial Aid	$15,000
Central America and the Caribbean	Investments		$44,193,000

Field	Value	IRS element (for citing)
Subtotal Spent	$44,406,860	SubtotalSpentAmt
Total Spent	$44,406,860	TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
Financial aid/scholarship	North America	2	$95,811	Student Acct
Financial aid/scholarship	Sub-Saharan Africa	1	$57,156	Student Acct
Financial aid/scholarship	Central America and the Caribbean	1	$45,893	Student Acct
Financial aid/scholarship	Europe (Including Iceland and Greenland)	1	$15,000	Student Acct

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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PROCEDURE FOR MONITORING USE OF GRANT FUNDS OUTSIDE U.S.	FormAndLineReferenceDesc
Explanation	PART I, LINE 2 GRANTS ARE GIVEN TO FOREIGN INDIVIDUALS FOR SCHOOLING IN THE U.S. THEREFORE, THE USE OF THE FUNDS IS WITH THE GRANTMAKING ORGANIZATION.	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraiser Activity Info FundraiserActivityInfoGrp

Field	Value	IRS element (for citing)
Person	Ruffalocody LLC	PersonNm
Activity	Telemarket	ActivityTxt
Fundraiser Control Of Funds	false	FundraiserControlOfFundsInd

Field	Value	IRS element (for citing)
Licensed States	AK	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	WA	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	HPA Benefit	Event1Nm
Gross Receipts Event1	$913,625	GrossReceiptsEvent1Amt
Charitable Contri Event1	$271,970	CharitableContriEvent1Amt
Gross Revenue Event1	$641,655	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$105,122	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$137,658	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$93,013	FoodAndBeverageEvent1Amt
Entertainment Event1	$83,010	EntertainmentEvent1Amt
Other Direct Expenses Event1	$170,904	OtherDirectExpensesEvent1Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$913,625	GrossReceiptsTotalAmt
Charitable Contributions Tot	$271,970	CharitableContributionsTotAmt
Gross Revenue Total Events	$641,655	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$105,122	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$137,658	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$93,013	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$83,010	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$170,904	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$589,707	DirectExpenseSummaryEventsAmt
Net Income Summary	$51,948	NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

Field	Value	IRS element (for citing)
Gross Revenue Other Gaming	$41,950	GrossRevenueOtherGamingAmt
Volunteer Labor Other Gaming	Yes (true)	VolunteerLaborOtherGamingInd
Volunteer Labor Other Gaming	1.00000	VolunteerLaborOtherGamingPct
Gross Revenue Total Gaming	$41,950	GrossRevenueTotalGamingAmt
Net Gaming Income Summary	$41,950	NetGamingIncomeSummaryAmt

Field	Value	IRS element (for citing)
States Where Gaming Conducted	TX	StatesWhereGamingConductedCd
Licensed	false	LicensedInd
Explanation If No	THE ONLY GAMING ACTIVITES OF THE HOCKADAY SCHOOL ARE RAFFLES GOVERNED BY THE TEXAS CHARITABLE RAFFLE ENABLING ACT. THE SCHOOL ADHERES TO THIS ACT.	ExplanationIfNoTxt
License Suspended Etc	false	LicenseSuspendedEtcInd
Gaming With Nonmembers	Yes (true)	GamingWithNonmembersInd
Member Of Other Entity	false	MemberOfOtherEntityInd
Gaming Own Facility	1.00000	GamingOwnFacilityPct
Individual With Books	Stacy Santellan	IndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	11600 Welch Road	AddressLine1Txt
City	Dallas	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75229	ZIPCd

Field	Value	IRS element (for citing)
Cntrct With3rd Prty For Game Rev	false	CntrctWith3rdPrtyForGameRevInd
Gaming Manager Person	Stacy Santellan	GamingManagerPersonNm
Gaming Manager Compensation	$200	GamingManagerCompensationAmt
Gaming Manager Services Prov	PREPARE W-2G FORMS; SUPERVISE DEPOSITS AND AWARDS	GamingManagerServicesProvTxt
Gaming Manager Is Employee	Yes (X)	GamingManagerIsEmployeeInd
Charitable Distribution Rqr	false	CharitableDistributionRqrInd

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	Financial aid/scholarship	GrantTypeTxt
Recipient	171	RecipientCnt
Cash Grant	$3,266,595	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PROCEDURE FOR MONITORING USE OF GRANT FUNDS INSIDE U.S.	FormAndLineReferenceDesc
Explanation	PART I, LINE 2 FINANCIAL ASSISTANCE IS AWARDED BASED ON FINANCIAL NEED. APPLICANTS PROVIDE DETAILED INCOME INFORMATION. A METHODOLOGY IS APPLIED TO DETERMINE NEED. THE FINANCIAL AID COMMITTEE (COMPRISED OF SCHOOL MANAGEMENT) ALLOCATES THE FINANCIAL AID RESOURCES BASED ON THE DETERMINED NEED. SCHOLARSHIPS ARE GIVEN TO STUDENTS AS A REDUCTION IN THEIR TUITION, LUNCH FEES, AND/OR ACTIVITY FEES. THE AID IS AWARDED OBJECTIVELY AND IN A NON-DISCRIMINATORY MANNER.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Discretionary Spending Acct	Yes (X)	DiscretionarySpendingAcctInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	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	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Elizabeth Lee
Interim Head of School	$353,449	$0	$75,000	$0	$0	$0	$21,200	$0	$185	$0	$449,834	$0	$0	$0
Kim Wargo
Former Head of School	$0	$0	$0	$0	$362,080	$0	$0	$0	$15,447	$0	$377,527	$0	$362,080	$0
JT Coats
CFO	$257,307	$0	$0	$0	$0	$0	$18,427	$0	$7,437	$0	$283,171	$0	$0	$0
Blair Lowry
Assistant Head of School	$172,810	$0	$0	$0	$0	$0	$12,641	$0	$11,726	$0	$197,177	$0	$0	$0
Debby Spradley
Director of Development	$191,902	$0	$0	$0	$0	$0	$13,656	$0	$7,903	$0	$213,461	$0	$0	$0
Linda Kramer
Head of Middle School	$171,173	$0	$0	$0	$0	$0	$13,680	$0	$196	$0	$185,049	$0	$0	$0
Terry Murray
Head of Upper School	$155,208	$0	$0	$0	$0	$0	$11,940	$0	$10,975	$0	$178,123	$0	$0	$0
Barbara Fishel
Dean of Studies	$151,408	$0	$0	$0	$500	$0	$12,420	$0	$7,328	$0	$171,656	$0	$0	$0
Jason Curtis
Director of Technology	$138,144	$0	$0	$0	$0	$0	$10,580	$0	$17,105	$0	$165,829	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
DISCRETIONARY SPENDING ACCOUNT	PART I, LINE 1A THE SCHOOL PROVIDeS THE HEAD OF SCHOOL A DISCRETIONARY BUDGET FOR SCHOOL RELATED EXPENSES. ALL EXPENSES RUN THROUGH THE NORMAL EXPENSE PROCESS AND REQUIRE THE APPROPRIATE SUBSTANTIATION.
SEPARATION PAYMENT OR CHANGE OF CONTROL PAYMENT	PART I, LINE 4A THE FORMER HEAD OF SCHOOL, KIM WARGO, RESIGNED ON JUNE 18, 2015, AND RECEIVED SEPARATION PAYMENTS IN MONTHLY INSTALLMENTS, WHICH WERE COMPLETED IN JUNE 2017. SEPARATION PAYMENTS RECEIVED DURING CALENDAR YEAR 2016 TOTALED $362,080.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	Red River Education Finance Corporation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	752791247	BondIssuerEIN
CUSIP	756872JV0	CUSIPNum
Bond Issued	2015-04-23	BondIssuedDt
Issue Price	$15,434,976	IssuePriceAmt
Purpose	Current Refunding of Ser 2005 Bond	PurposeDesc
Defeased	false	DefeasedInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Pool Financing	false	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$14,905,000	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$15,434,976	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$0	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$180,283	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$15,434,976	CapitalExpendituresAmt
Other Spent Proceeds	$0	OtherSpentProceedsAmt
Unspent	$0	UnspentAmt
Substantial Completion	2015	SubstantialCompletionYr
Current Refunding	Yes (true)	CurrentRefundingInd
Advance Refunding	false	AdvanceRefundingInd
Final Allocation Made	Yes (true)	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (true)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	false	OwningBondFinancedPropertyInd
Any Lease Arrangements	false	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	false	MgmtContractBondFincdPropInd
Any Research Agreements	false	AnyResearchAgreementsInd
Private Bus Use By Others	0	PrivateBusUseByOthersPct
Bond Iss Meet Prvt Sec Pymt Test	false	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	false	ChangeInUseBondFinancedPropInd
Remedial Action Taken	false	RemedialActionTakenInd
Procs Nonqualified Bond Remdtd	false	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	Yes (true)	Form8038TFiledInd
Variable Rate Issue	false	VariableRateIssueInd
Hedge Identified In Bks And Rec	false	HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

Field	Value	IRS element (for citing)
Business Name Line1	0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gross Proceeds Invested In GIC	false	GrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

Field	Value	IRS element (for citing)
Business Name Line1	0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gross Proceeds Invested	false	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (true)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (true)	ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Field	Value	IRS element (for citing)
Cash Grant	$33,345	CashGrantAmt
Type Of Assistance	TUITION REMISSION	TypeOfAssistanceTxt
Assistance Purpose	EDUCATION	AssistancePurposeTxt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	Frost Bank	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	Trustee is a board member	RelationshipDescriptionTxt
Transaction	$153,262	TransactionAmt
Transaction	Fees & interest pd Frost Bank	TransactionDesc
Sharing Of Revenues	false	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$137,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$18,100	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
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	19	ContributionCnt
Noncash Contributions Rpt F990	$87,816	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

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	Furniture & Equipment	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$40,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	1	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
EXECUTIVE COMMITTEE	PART VI, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD, CHAIRS OF OTHER STANDING COMMITTEES, SUBJECT TO EXCEPTIONS, AND UP TO THREE AT-LARGE MEMBERS APPOINTED BY THE CHAIR OF THE BOARD. THE BOARD DELEGATES TO THE EXECUTIVE COMMITTEE ALL POWERS AND DUTIES OF THE BOARD, EXCEPT THOSE POWERS AND DUTIES WHICH ARE EXPRESSLY RESERVED TO THE FULL BOARD. INCLUDED IN SUCH DELEGATED POWERS IS THE POWER TO COMPROMISE, SETTLE, AND DEFEND AGAINST ANY AND ALL DISPUTES, CLAIMS, AND LAWSUITS, SUBJECT TO THE POLICIES OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL CONDUCT THE BUSINESS OF THE SCHOOL AND OVERSEE THE WORK OF COMMITTEES BETWEEN MEETINGS OF THE FULL BOARD. SPECIFIC RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO: MONITORING THE SCHOOLS PROGRESS RELATIVE TO THE LONG RANGE PLAN, SETTING ANNUAL GOALS FOR THE SCHOOL AND THE HEAD OF SCHOOL, MONITORING THE BOARDS PROGRESS TOWARD ITS ANNUAL GOALS, MONITORING AND REVIEWING THE PROGRESS OF THE HEAD OF SCHOOL AGAINST ESTABLISHED GOALS, AND REVIEWING ALL POLICY RECOMMENDATIONS PRIOR TO PRESENTATION TO THE FULL BOARD.
ODTKE NOT AT ORGANIZATION'S MAILING ADDRESS	PART VI, LINE 9 KIM WARGO, 429 BELLEVILLE ST., NEW ORLEANS, LA 70114
FORM 990 REVIEW PROCESS	PART VI, LINE 11B THE FORM 990 IS PREPARED BY THE MANAGEMENT OF THE SCHOOL WITH THE ASSISTANCE OF GRANT THORNTON LLP, INDEPENDENT TAX ADVISORS. THE FORM 990 AND ALL OF THE REQUIRED SCHEDULES ARE PRESENTED TO THE AUDIT & ETHICS COMMITTEE, CONSISTING OF NOT LESS THAN FOUR MEMBERS. THE AUDIT & ETHICS COMMITTEE THEN REVIEWS THE DRAFT FORM 990 WITH MANAGEMENT OF THE SCHOOL AND GRANT THORNTON LLP. ONCE THE DRAFT IS FINALIZED, IT IS DISTRIBUTED TO THE BOARD MEMBERS VIA EMAIL PRIOR TO FILING WITH THE IRS.
CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT	PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE ARE DISTRIBUTED TO THE BOARD OF TRUSTEES AT THE MAY (FINAL) BOARD MEETING. THE CONFLICT OF INTEREST POLICY AND QUESTIONNAIRE ARE DISTRIBUTED TO KEY EMPLOYEES DURING THE SAME TIME FRAME (AS THEY DO NOT ALL ATTEND THE BOARD MEETING). THE QUESTIONNAIRES ARE RETURNED TO THE OFFICE OF THE CFO AND ARE REVIEWED FOR ANY CONFLICTS. IN ADDITION, THE DIRECTOR OF FINANCE AND THE CFO REVIEW THE FORMS AND DISCUSS OTHER POTENTIAL CONFLICTS. A SUMMARY OF SUCH CONFLICTS, IF ANY, IS PREPARED FOR DISCLOSURE ON THE FORM 990 AND IS REVIEWED BY THE AUDIT & ETHICS COMMITTEE. A PERSON FOUND TO HAVE A CONFLICT OF INTEREST SHALL NOT BE INVOLVED IN THE DISCUSSION OF OR VOTE ON THE TRANSACTION OR ARRANGEMENT GIVING RISE TO THE CONFLICT.
PROCESS FOR DETERMINING COMPENSATION	PART VI, LINES 15A & 15B THE COMPENSATION COMMITTEE SETS THE COMPENSATION FOR THE HEAD OF SCHOOL. THE COMPENSATION COMMITTEE IS COMPRISED OF THE CHAIR OF THE BOARD, THE CHAIR OF THE FINANCE AND ADMINISTRATION COMMITTEE, AND THE CHAIR OF THE BOARD GOVERNANCE AND LEADERSHIP COMMITTEE. THE COMPENSATION COMMITTEE IS DEEMED INDEPENDENT AS IT IS COMPRISED OF INDIVIDUALS UNRELATED TO AND NOT SUBJECT TO THE CONTROL OF THE HEAD OF SCHOOL. IN PREPARATION FOR THIS DECISION, A COMPENSATION COMPARISON IS PREPARED USING DATA FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS). DATA IS PULLED AND ANALYZED FOR A SET OF PREDETERMINED PEER SCHOOLS AND BENCHMARK SCHOOLS. THE STRATEGIC PLANNING COMMITTEE SETS THE LIST OF BENCHMARK SCHOOLS AS THEY ARE USED FOR COMPARISON FOR VARIOUS ITEMS ACROSS THE SCHOOL. THE COMPENSATION COMMITTEE THEN USES THIS INFORMATION TO NEGOTIATE THE CONTRACT FOR THE HEAD OF SCHOOL. THE HEAD OF SCHOOL SETS THE SALARIES OF THE LEADERSHIP TEAM INCLUDING THE KEY EMPLOYEES, AS WELL AS, VARIOUS OTHER LEADERSHIP POSITIONS. THE HEAD USES SIMILAR COMPARABLE DATA FROM NAIS TO DETERMINE SALARY LEVELS. IN ADDITION, THE COMPENSATION AGREEMENT BETWEEN THE HEAD OF SCHOOL AND THE COMPENSATION COMMITTEE IS DOCUMENTED IN MEETING MINUTES WHICH ARE RETAINED AS PART OF THE YEAR'S BOARD MEETING MINUTES.
HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC	PART VI, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
INVESTMENT MANAGEMENT FEES	PART IX, LINE 11F THE SCHOOL NETS INVESTMENT FEES AGAINST INTEREST AND DIVIDEND INCOME. THESE FEES INCLUDE CUSTODIAL, ADVISORY, AND OTHER FEES DISCLOSED BY CERTAIN INVESTMENT MANAGERS AND WERE APPROXIMATELY $420,000 AND $448,000 FOR THE YEARS ENDED JUNE 30, 2017 AND 2016, RESPECTIVELY.