2026-04-20T15:45:46-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 620501916 THE HARPETH HALL SCHOOL HARP 6153460091 3801 HOBBS ROAD NASHVILLE TN 37215 THOMAS MURPHY CFO/COO 6153460091 2026-04-20 1 1 KERRI N BOGDA P00760402 7177404863 2026-04-20 2024 2025-03-06 01:10:19Z THOMAS MURPHY 3801 HOBBS ROAD NASHVILLE TN 37215 64313246 0 X WWW.HARPETHHALL.ORG X 1951 TN HARPETH HALL IS AN INDEPENDENT, COLLEGE-PREPARATORY SCHOOL FOR GIRLS AND YOUNG WOMEN IN GRADES 5-12. 35 33 419 550 0 0 7707893 23674059 26156883 27820843 3278230 3995345 24886 304346 37167892 55794593 2598335 2772825 0 0 17318245 19168929 0 0 2380304 12663785 13605523 32580365 35547277 4587527 20247316 155485131 183802630 16243447 18321859 139241684 165480771 HARPETH HALL IS AN INDEPENDENT, COLLEGE PREPARATORY SCHOOL FOR GIRLS AND YOUNG WOMEN IN GRADES FIVE THROUGH TWELVE. 0 0 29375308 2772825 28106579 HARPETH HALL SCHOOL EDUCATES GIRLS AND YOUNG WOMEN IN GRADES 5-12 TO THINK CRITICALLY, LEAD CONFIDENTLY, AND LIVE HONORABLY. DURING THE 2024-2025 YEAR, ENROLLMENT WAS 723 STUDENTS. IN ADDITION TO A STRONG ACADEMIC CURRICULUM, OUR STUDENTS PARTICIPATE IN NUMEROUS ATHLETIC, FINE AND PERFORMING ARTS, AND ENRICHMENT OPPORTUNITIES THROUGH UNIQUE PROGRAMS INCLUDING WINTERIM, SEEK, STEM, AND SCIENCE OLYMPIAD, AS WELL AS SERVICE LEARNING AND LEADERSHIP OPPORTUNITIES IN OUR COMMUNITY AND BEYOND. THE CLASS OF 2025 RECEIVED OFFERS OF ADMISSION FROM 134 COLLEGES AND UNIVERSITIES FROM COAST TO COAST AND ABROAD. THEY WILL BE ATTENDING 61 COLLEGES AND UNIVERSITIES IN 36 STATES PLUS THE DISTRICT OF COLUMBIA, ENGLAND, AND SCOTLAND. 29375308 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 118 0 1 419 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 35 33 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X THOMAS MURPHY 6153460091 3801 HOBBS ROAD NASHVILLE TN 37215 CRISSY WIECK CHAIR AND PRESIDENT 4.00 X X 0 0 0 MELANIE PATTERSON BLANK VICE CHAIR 2.00 X X 0 0 0 TRUDY WARD CARPENTER VICE CHAIR 2.00 X X 0 0 0 DAVID FITZGERALD SECRETARY 2.00 X X 0 0 0 NONI NIELSEN TREASURER 2.00 X X 0 0 0 RICK ABRAMSON TRUSTEE 2.00 X 0 0 0 BAHAR AZHDARI TRUSTEE 2.00 X 0 0 0 HARRY ALLEN TRUSTEE 2.00 X 0 0 0 MICHELLE GASKIN BROWN TRUSTEE 2.00 X 0 0 0 KATE SHERRARD CHINN TRUSTEE 2.00 X 0 0 0 CHRIS CIGARRAN TRUSTEE 2.00 X 0 0 0 ADELAIDE GRACE DAVIS TRUSTEE 2.00 X 0 0 0 SHANI DOWELL TRUSTEE 2.00 X 0 0 0 MELISSA FRIST TRUSTEE 2.00 X 0 0 0 BENJAMIN GAMBILL III TRUSTEE 2.00 X 0 0 0 SACHA ENGEL BONE TRUSTEE 2.00 X 0 0 0 ELIZABETH ROBBINS HAWKINS TRUSTEE 2.00 X 0 0 0 HAL HESS TRUSTEE 2.00 X 0 0 0 CANDICE STORY LEE TRUSTEE 2.00 X 0 0 0 LAUREN MELKUS TRUSTEE 2.00 X 0 0 0 JOHN MORRIS MD TRUSTEE 2.00 X 0 0 0 ARIE NETTLES PHD TRUSTEE 2.00 X 0 0 0 REID PATTON FLEISHMAN TRUSTEE 2.00 X 0 0 0 BARBARA KEITH BROWN PAYNE TRUSTEE 2.00 X 0 0 0 MICHELLE WOLFE PROCTOR TRUSTEE 2.00 X 0 0 0 ANNE PURICELLI TRUSTEE 2.00 X 0 0 0 AMY RICHARDS TRUSTEE 2.00 X 0 0 0 ALISON SMITH TRUSTEE 2.00 X 0 0 0 JOHN STEELE TRUSTEE 2.00 X 0 0 0 MEREDITH MCDONALD STEWART TRUSTEE 2.00 X 0 0 0 DANA DEATON VERNER MD TRUSTEE 2.00 X 0 0 0 TRAVIS MESSINA TRUSTEE 2.00 X 0 0 0 TAMMY WOLCOTT TRUSTEE 2.00 X 0 0 0 GEORGE VIDALAKIS TRUSTEE 2.00 X 0 0 0 BARBY SPEIGHT WHITE TRUSTEE 2.00 X 0 0 0 JESSIE HILL HEAD OF SCHOOL 40.00 X 483972 0 59459 THOMAS MURPHY CFO/COO 40.00 X 264433 0 49691 SUSAN MOLL DIRECTOR OF ADVANCEMENT 40.00 X 187643 0 25349 FRANCES FONDREN-BALES DIRECTOR OF UPPER SCHOOL 40.00 X 161084 0 39098 MOLLY RUMSEY DIRECTOR OF INFORMATION SE 40.00 X 143461 0 20715 JESSICA VINER DIRECTOR OF ENROLLMENT MGM 40.00 X 135254 0 13871 JESSICA BLISS DIRECTOR OF MARKETING & CO 40.00 X 125971 0 25873 1501818 0 234056 22 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD SUITE 100 LUTHERVILLE MD 21093 DINING SERVICES 1123823 SCHOOL FACILITY MANAGEMENT LLC 3017 OAKLAND AVE NASHVILLE TN 37212 MAINTENANCE 760559 THE ORCUTT WINSLOW LIMITED LIABILITY PAR 1A BURTON HILLS DRIVE SUITE 150 NASHVILLE TN 37215 DESIGN/ARCHITECT 711735 SERVICEFM LLC 3017 OAKLAND AVE NASHVILLE TN 37212 CUSTODIAL/CLEANING 560177 BRASFIELD & GORRIE LLC PO BOX 11407 BIRMINGHAM AL 35246 CONSTRUCTION CONTRACTOR 489813 14 151475 23522584 3554847 23674059 TUITION & FEES 611600 26430970 26430970 STUDENT ACTIVITIES & FEES 611710 1235039 1235039 BOOKSTORE OPERATIONS 611710 114251 114251 CAFETERIA & AFTER CARE 611710 29740 29740 STEM INCOME 611710 10843 10843 27820843 3021959 3021959 101082 0 101082 101082 101082 9312988 8339602 973386 973386 973386 96579 151475 179051 -82472 -82472 OTHER INCOME 900099 203456 203456 ALUMNAE 900099 61358 61358 FINANCE CHARGES 525990 18022 18022 2900 2900 285736 55794593 28106579 0 4013955 2772825 2772825 1372264 513276 516136 342852 13162372 11194087 1271437 696848 1263329 1107481 106157 49691 2331913 1964608 231477 135828 1039051 862412 114296 62343 4583 4583 39432 39432 379677 379677 116671 87891 20410 8370 221266 20313 100936 100017 349537 180411 137507 31619 672723 566363 73819 32541 3418195 2966247 301299 150649 88200 66150 22050 154909 123928 4074 26907 3148941 2659809 331537 157595 316143 270618 30350 15175 INSTRUCTIONAL EXPENSES 1749803 1741191 5741 2871 DINING HALL 1055824 1055824 ATHLETIC DEPARTMENT 429739 429739 DEVELOPMENT 428311 428311 1031569 858285 56647 116637 35547277 29375308 3791665 2380304 28437390 42934069 366128 370663 3239706 7629325 87116 96753 52574 60743 823946 908776 89339770 38216409 49739133 51123361 53997030 61376894 17754850 18369962 987258 932084 155485131 183802630 1515363 3181542 11994253 12407613 2114861 2114356 619475 617843 16243447 18321859 X 58509785 58663383 80731899 106817388 139241684 165480771 155485131 183802630 20247316 5991771 0 X X 0 1 X 1 0 X 5398137 10544701 5137866 7707893 23674059 52462656 5398137 10544701 5137866 7707893 23674059 52462656 5526263 46936393 343577 551237 1401514 2342258 3123041 7761627 266168 33753 46580 14364 285736 646601 60870884 125683596 0.77110 0.77220 X SCHEDULE A: PART I: BOX 2 AND 7 THE HARPETH HALL SCHOOL IS DETERMINED TO BE A PUBLIC CHARITY BECAUSE IT IS A SCHOOL DESCRIBED IN SECTION 170(B)(1)(A)(II). SCHEDULE E HAS BEEN COMPLETED AND ATTACHED. FOR PURPOSES OF SCHEDULE A, THE ORGANIZATION HAS COMPLETED PART II IN ORDER TO COMPLETE THE SPECIAL RULE ON SCHEDULE B AND DISCLOSED DONORS GREATER THAN 2% INSTEAD OF ALL DONORS GREATER THAN $5,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72277672 1583256 8440244 2483883 79817289 65183875 1690416 7652209 2248828 72277672 57829647 1481441 8083229 2210442 65183875 65571363 1490345 -7429283 1802778 57829647 49854658 1383281 16074962 1741538 65571363 0.54630 0.45370 0 0 7045811 7045811 69253393 26956898 42296495 7484576 7563601 -79025 4929142 3436066 1493076 626848 259844 367004 51123361 PRIVATE EQUITIES 12937116 F REAL ASSETS 2096722 F HEDGE AND OPPORTUNISTIC FUNDS 3336124 F 18369962 AGENCY FUNDS 49916 OPERATING LEASE LIABILITIES 136413 FINANCE LEASE LIABILITIES 431514 617843 X 58888294 5991771 75381 179051 6246203 52642091 379677 2772825 3152502 55794593 32649207 75381 179051 254432 32394775 379677 2772825 3152502 35547277 PART V, LINE 4: THE ENDOWMENT DRAW IS USED FOR SCHOLARSHIPS AND OTHER PROGRAM OR GENERAL EXPENSES, AS APPROVED OR PREDETERMINED BY ENDOWMENT RESTRICTIONS. PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE SCHOOL'S INCOME TAX RETURN TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE WERE NO PROVISIONS FOR INCOME TAXES, PENALTIES, OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT FUNDRAISING EXPENSES 179,051. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID (AUDIT PURPOSES NETTED AGAINST TUITION) 2,772,825. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT FUNDRAISING EXPENSES 179,051. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID (AUDIT PURPOSES NETTED AGAINST TUITION) 2,772,825. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S ADMISSION APPLICATION AND OTHER PRINTED MATERIALS INCLUDE THE NONDISCRIMINATION POLICY. ALSO, THE ADVERTISEMENT FOR OPEN HOUSE DESCRIBES THE NONDISCRIMINATION POLICY AND THE POLICY IS INCLUDED ON THE SCHOOL'S WEBSITE. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 ENDOWMENT INVESTMENTS 5310728 EUROPE 0 0 ENDOWMENT INVESTMENTS 536820 0 0 0 0 0 0 5847548 0 5847548 1 0 0 1 0 0 MAIN EVENT 218855 151475 67380 7500 24528 1500 129691 HANG UP SALE 29199 29199 15832 248054 151475 96579 7500 24528 1500 145523 179051 -82472 1 FINANCIAL AID 126 2772825 FMV STUDENT FINANCIAL AID PART I, LINE 2: EACH FAMILY IS REQUIRED TO SUBMIT A FINANCIAL AID APPLICATION ON AN ANNUAL BASIS WITH THE TWO MOST RECENT YEARS' TAX FORMS FROM THE FAMILIES. FINANCIAL AID AWARDS ARE MADE ON THE BASIS OF DEMONSTRATED NEED. THE FINANCIAL AID COMMITTEE REVIEWS THE REQUESTS AND ALL AWARDS ARE MADE IN LATE SPRING BEFORE THE SCHOOL YEAR IN QUESTION. ONCE ENROLLMENT CONTRACTS ARE COMPLETED, THESE FINANCIAL AID AWARDS ARE ENTERED AS A CREDIT ONTO THE STUDENT'S ACCOUNT. NO FURTHER MONITORING OF THE FUNDS IS REQUIRED AFTER THIS POINT. X 1 1 X X 0 0 0 0 0 0 0 0 0 JESSIE HILL HEAD OF SCHOOL 460972 0 0 0 23000 0 45000 0 14459 0 543431 0 0 0 THOMAS MURPHY CFO/COO 264433 0 0 0 0 0 28080 0 21611 0 314124 0 0 0 SUSAN MOLL DIRECTOR OF ADVANCEMENT 187643 0 0 0 0 0 19282 0 6067 0 212992 0 0 0 FRANCES FONDREN-BALES DIRECTOR OF UPPER SCHOOL 161084 0 0 0 0 0 17527 0 21571 0 200182 0 0 0 MOLLY RUMSEY DIRECTOR OF INFORMATION SE 143461 0 0 0 0 0 14723 0 5992 0 164176 0 0 0 JESSICA BLISS DIRECTOR OF MARKETING & CO 125971 0 0 0 0 0 13326 0 12547 0 151844 0 0 0 1059120 TUITION REMISSION EMPLOYEE BENEFITS MARY FERNANDES FAMILY MEMBER OF KATE CHINN, TRUSTEE 79945 EMPLOYEE 0 JESSIE ADAMS FAMILY MEMBER OF DR. JOHN MORRIS, TRUSTEE 45479 EMPLOYEE 0 X 67 3534176 VALUE SOLD X AUCTION MISCELLANEOUS ITEMS 158 17444 AUCTION PROCEEDS X VARIOUS SUPPLIES/TICKETS 4 3227 DONOR'S COST 0 1 0 PART I, COLUMN (B): COLUMN B LISTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990: CERTAIN MEMBERS OF THE SCHOOL, INCLUDING THE DIRECTOR OF FINANCE AND OPERATIONS AND THE CONTROLLER, REVIEW THE FORM 990 FOR ACCURACY AND COMPLETENESS. THE FORM 990 IS THEN SHARED WITH THE AUDIT/FINANCE COMMITTEE TO REVIEW AND APPROVE. ONCE APPROVED, THE FORM IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ENFORCES A CONFLICT OF INTEREST POLICY, WHICH REQUIRES THAT EACH MEMBER OF THE BOARD OF TRUSTEES REVIEWS AND SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PROCESS FOR TOP OFFICIAL COMPENSATION IS DETERMINED BY REVIEW OF RELEVANT INFORMATION, INCLUDING COMPARABLE INDUSTRY SALARY INFORMATION, BY MEMBERS OF THE BOARD OF TRUSTEES WHO APPROVE THE OFFICER'S SALARY AND CHANGES, INCLUDING ANNUAL INCREASES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: SELECTED INFORMATION IS AVAILABLE ON THE SCHOOL'S WEBSITE. ALL REQUIRED INFORMATION IS MAINTAINED BY THE BUSINESS OFFICE AND AVAILABLE UPON REQUEST. INFORMATION IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS REGARDING THE SELECTION OF AN INDEPENDENT ACCOUNTANT.